Erica Leigh Acheson-Dunay

Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 07/2017
  Fifth Third Bank
  Mentor, OH
• 06/2015 → 07/2017
  Fifth Third Securities
  Mentor, OH
• 08/2017 → 01/2019
  Key Investment Services, Llc
  Cleveland, OH
• 08/2017 → 01/2019
  Keybank
  Painesville, OH
• 01/2019 → 05/2022
  Keybank
  Painesville, OH
• 01/2019 → 05/2022
  Key Investment Services
  Cleveland, OH
• 05/2022 → 06/2024
  Key Investment Services
  Brooklyn, OH
• 05/2022 → 04/2026
  Keybank
  Painesville, OH
• 06/2024 → Present
  Key Investment Services Llc
  Brooklyn, OH
• 04/2026 → Present
  Keybank
  Pepper Pike, OH

Previous Registrations

• 2015-07-06 → 2017-08-01
  Fifth Third Securities, Inc.
  Mentor, OH
• 2013-08-15 → 2015-03-27
  Wells Fargo Clearing Services, Llc
  Chardon, OH
  Cleveland, OH

Other Businesses

1.) Lake Erie College National Alumni Board of Directors. Working with the college on alumni matters and planning of alumni/homecoming weekend. 5-10 hours a month and will not interfere with working hours/trading hours. This is not investment related. 2.) 10/01/2018 THINK FORWARD POSITION: Bookkeeping NATURE: Online marketing and newsletter INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2018 ADDRESS: 375 Bank St, Painesville OH 44077, United States DESCRIPTION: Bookkeeping 3.) Downtown Painesville Organization-06/01/21-position- Board of Directors-10 hrs/month, Zero during Trading. Zero Income. Young entrepreneurs and generations-old business owners find support, community and opportunities for success. 4.) Maple Leaf Community Residences- 7/10/2023- 200 Claridon Rd. Chardon, Ohio 44024- Position- Board Member- 2hrs/month, zero during trading. Zero income 5.) OHIO COLLECTOR, LLC-POSITION: bookkeeper NATURE: Online estate sales and auctions as well as in person estate sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2023 ADDRESS: 1959 Mentor Ave, Painesville OH 44077, United States-DESCRIPTION: This is my husband's company. He does online estate sales and auctions as well as in person estate sales. I will help with the bookkeeping and anything else that my husband needs help with.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-14
• S63 Uniform Securities Agent State Law Examination
  2012-01-17

Other Names

• Erica L Acheson
• Erica Leigh Acheson