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Anna Krisselda Solis Mccoy

Key Investment Services LLC

Chagrin Falls, OH

Brooklyn, OH

CRD 8119344

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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 2025-10-10
  • OH RA
    APPROVED
    Since 2025-10-10

Branch Locations

8481 E Washington, Chagrin Falls, OH 44023 • 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
Key Investment Services, Llc Brooklyn OH 06/2025 11/2025
Atram Trust Corporation Makati 06/2022 04/2025
Bdo Securities, Inc. Makati 03/2017 04/2021
De La Salle University - St. Benilde Manila 06/2021 04/2022
Eburystreet Servicing, Inc. Makati 04/2015 11/2016
Unemployed Makati 11/2016 03/2017
Unemployed Broadview Heights OH 04/2025 06/2025
Key Investment Services, Llc Brooklyn OH 11/2025 Present
  • 06/2025 → 11/2025
    Brooklyn, OH
  • 06/2022 → 04/2025
    Atram Trust Corporation
    Makati
  • 03/2017 → 04/2021
    Bdo Securities, Inc.
    Makati
  • 06/2021 → 04/2022
    De La Salle University - St. Benilde
    Manila
  • 04/2015 → 11/2016
    Eburystreet Servicing, Inc.
    Makati
  • 11/2016 → 03/2017
    Unemployed
    Makati
  • 04/2025 → 06/2025
    Unemployed
    Broadview Heights, OH
  • 11/2025 → Present
    Brooklyn, OH
Other Businesses

INSTACART- POSITION: null NATURE: Instacart operates a grocery delivery and pick up service via a mobile app. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2026. ADDRESS: 50 Beale Street, Suite 600, San Francisco CA 94105, United States. DESCRIPTION: My role will be as a personal shopper doing the pick up and delivery.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
  • S66 Uniform Combined State Law Examination
    2025-10-09
Other Names
  • Anna Mccoy

View on SEC IAPD

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