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Robert A Weiss

Key Investment Services LLC

Naples, FL

Brooklyn, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-24

Branch Locations

3777 Tamiami Trail North Suite 100, Naples, FL 34103 • 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
Jpmorgan Chase Bank Morristown NJ 03/2009 12/2016
J.P Morgan Securities Llc. Morristown NJ 05/2011 12/2016
Suntrust Bank New York NY 12/2016 10/2020
Suntrust Investment Services Atlanta GA 12/2016 10/2020
Suntrust Advisory Services, Inc. Atlanta GA 06/2017 10/2020
Bb&T Securities, Llc Richmond VA 12/2019 10/2020
First Republic Investment Management, Inc New York NY 03/2021 09/2023
First Republic Securities Company, Llc New York NY 03/2021 09/2023
Unemployed Watchung NJ 10/2020 03/2021
J.P. Morgan Securities Llc New York NY 09/2023 07/2024
Keybank Na Naples FL 12/2024 Present
Key Investment Services Naples FL 07/2025 Present
Unemployed Watchung NJ 08/2024 11/2024
  • 03/2009 → 12/2016
    Jpmorgan Chase Bank
    Morristown, NJ
  • 05/2011 → 12/2016
    J.P Morgan Securities Llc.
    Morristown, NJ
  • 12/2016 → 10/2020
    Suntrust Bank
    New York, NY
  • 12/2016 → 10/2020
    Suntrust Investment Services
    Atlanta, GA
  • 06/2017 → 10/2020
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 12/2019 → 10/2020
    Bb&T Securities, Llc
    Richmond, VA
  • 03/2021 → 09/2023
    First Republic Investment Management, Inc
    New York, NY
  • 03/2021 → 09/2023
    First Republic Securities Company, Llc
    New York, NY
  • 10/2020 → 03/2021
    Unemployed
    Watchung, NJ
  • 09/2023 → 07/2024
    J.P. Morgan Securities Llc
    New York, NY
  • 12/2024 → Present
    Keybank Na
    Naples, FL
  • 07/2025 → Present
    Key Investment Services
    Naples, FL
  • 08/2024 → 11/2024
    Unemployed
    Watchung, NJ
Previous Registrations
  • 2021-03-02 → 2024-07-17
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2023-09-06 → 2024-07-13
    J.P. Morgan Securities Llc
    New York, NY
    White Plains, NY
    New York, NY
    San Francisco, CA
    New York, NY
    Watchung, NJ
  • 2017-06-05 → 2020-11-12
    Truist Advisory Services, Inc.
    Greenwich, CT
    Atlanta, GA
    New York, NY
    New York, NY
    Newyork, NY
  • 2017-06-20 → 2017-12-31
    Gfo Advisory Services, Llc
    Greenwich, CT
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-12-17
S63 Uniform Securities Agent State Law Examination 1992-07-17
  • S65 Uniform Investment Adviser Law Examination
    1992-12-17
  • S63 Uniform Securities Agent State Law Examination
    1992-07-17
Other Names
  • Robert Allen Weiss

View on SEC IAPD

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