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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 | 2022-09-02 |
Branch Locations
200 Middle Street, Suite 301, Portland, ME 04101 • 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 |
|---|---|---|---|---|
| Keybank | Bangor | ME | 07/2013 | 09/2020 |
| Key Investment Services Llc | Portland | ME | 12/2014 | 12/2016 |
| Key Investment Services Llc | Portland | ME | 12/2016 | 09/2020 |
| Key Bank | Bangor | ME | 09/2020 | Present |
| Key Investment Services Llc | Brooklyn | OH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-09 |
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