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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-21 |
Branch Locations
9250 E Arapahoe Road, Greenwood Village, CO 80112 • 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 |
|---|---|---|---|---|
| Reliant Federal Credit Union | Webster | NY | 03/2017 | 08/2017 |
| Trustco Bank | Saratoga Springs | NY | 10/2017 | 12/2018 |
| Keybank | Saratoga Springs | NY | 01/2019 | 05/2021 |
| Keybank | Denver | CO | 06/2021 | 09/2024 |
| Key Investment Services | Denver | CO | 10/2021 | Present |
| Suny Oswego (State University Of Ny) | Oswego | NY | 05/2016 | 05/2017 |
| Key Investment Services, Llc | Greenwood Village | CO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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