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Rachel Joy Keesey

Key Investment Services LLC

Westlake, OH

Brooklyn, OH

CRD 6526914

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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:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-12
  • OH RA
    APPROVED
    Since 2025-09-12

Branch Locations

166 Crocker Park Blvd, Westlake, OH 44145 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Sylvania OH 10/2015 01/2023
Sjs Investment Services Sylvania OH 01/2023 11/2023
Unemployed Toledo OH 12/2023 07/2025
Keybank Na Cleveland OH 07/2025 Present
Key Investment Services Llc Cleveland ` OH 09/2025 Present
  • 10/2015 → 01/2023
    Ubs Financial Services
    Sylvania, OH
  • 01/2023 → 11/2023
    Sjs Investment Services
    Sylvania, OH
  • 12/2023 → 07/2025
    Unemployed
    Toledo, OH
  • 07/2025 → Present
    Keybank Na
    Cleveland, OH
  • 09/2025 → Present
    Key Investment Services Llc
    Cleveland `, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-06
  • S66 Uniform Combined State Law Examination
    2015-10-06

View on SEC IAPD

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