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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
UT RA APPROVED 2024-10-22
  • UT RA
    APPROVED
    Since 2024-10-22

Branch Locations

Layton, UT • 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
Keybank Na Tremonton UT 01/2014 06/2024
Key Investment Services Llc Tremonton UT 04/2018 06/2024
J.P. Morgan Securities Llc Bountiful UT 06/2024 10/2024
Jpmorgan Chase Bank, N.A. Bountiful UT 06/2024 10/2024
Key Investment Services, Llc Roy UT 10/2024 05/2025
Key Investment Services, Llc Layton UT 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
S63 Uniform Securities Agent State Law Examination 2018-11-28
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2018-11-28
Other Names
  • Scott Teuscher
  • Scott M Teuscher

View on SEC IAPD

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