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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-02-17 |
Branch Locations
774 Main Street, Presque Isle, ME 04769 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Presque Isle | ME | 05/1985 | 09/2020 |
| Key Investment Services Llc | Portland | ME | 07/2006 | 08/2017 |
| Key Investment Services Llc | Portland | ME | 08/2017 | 09/2020 |
| Key Investment Services Llc | Portland | ME | 09/2020 | 05/2023 |
| Key Investment Services Llc | Brooklyn | OH | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-30 |
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