Key Investment Services LLC

Firm record

As recorded in SEC IAPD

Firm CRD

136300

SEC number

801-65060

Firm type

RIA

Assets under management

$8.9B as of Jun 30, 2026

Website

www.key.com/kpb/our-approach/kis.html ↗

Phone

(888) 547-2968

Address

4900 Tiedeman Road, Brooklyn, OH, 44144

Advisors at this firm

911 in our index · page 12 of 19

• Noah MinkCRD 6754175 · Seattle, WA
  IA RegisteredBroker
• Jody Elizabeth MintonCRD 7171277 · Auburn, WA
  Broker
• William Austin MitchellCRD 7432124 · Oak Harbor, WA
  IA RegisteredBroker
• Benjamin Blake MoloneyCRD 5547125 · Williamsville, NY
  IA RegisteredBroker
• Desirae MonacoCRD 5837564 · Canfield, OH
  IA RegisteredBroker
• Mason MondoCRD 8041147 · Rochester, NY
  IA RegisteredBroker
• Benjamin MontreuilCRD 6445569 · Brockport, NY
  IA RegisteredBroker
• Kheloneze MooreCRD 7997799 · Seattle, WA
  Broker
• Matthew T MooreCRD 7257909 · Grove City, OH
  IA RegisteredBroker
• Taisha Renee MooreCRD 4903162 · Brooklyn, OH
  Broker
• Gabrielle MoorsCRD 7817191 · Pottstown, PA
  Broker
• Donald E MoranCRD 4956911 · Williamsville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Andrew MoranCRD 7579440 · Delmar, NY
  Broker
• Jeremy MorrisonCRD 5666459 · Ithaca, NY
  Broker
• Naresh K MoudgilCRD 7653283 · Hillsboro, OR
  Broker
• Scott E. MoultonCRD 4125808 · Brooklyn, OH
  IA RegisteredBroker
• Jon R MoyerCRD 8210294 · Downington, PA
  Broker
• Tyler J MullenCRD 8215941 · Louisville, CO
  Broker
• Thomas C. MurphyCRD 7077893 · Lakewood, OH
  IA RegisteredBroker
• Stephanie A MushenheimCRD 5132135 · Medina, OH
  IA RegisteredBroker
• Angela MyersCRD 7567704 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Thaddeus Rosenwald NaudenCRD 4537110 · Batavia, NY
  Broker
• Chinh Td NguyenCRD 4671665 · Brooklyn, OH
  IA RegisteredBroker
• Samuel David NielsonCRD 5781317 · South Jordan, UT
  IA RegisteredBroker
• Ryan Michael NorthCRD 6628830 · Dublin, OH
  Broker
• Karen NysCRD 6315714 · South Burlington, VT
  IA RegisteredBroker
• Keyla L NajeraCRD 7659564 · Mt. Kisco, NY
  Broker
• Michael P. NashCRD 4941645 · Brooklyn, OH
  IA RegisteredBroker
• Warren NatyshakCRD 8166955 · Toledo, OH
  Broker
• Colton NelsonCRD 7997806 · Boise, ID
  Broker
• Madison NeuCRD 7898545 · Rochester, NY
  Broker
• Jonathan NevilleCRD 7364420 · Bellingham, WA
  IA RegisteredBroker
• Nichole NewmanCRD 7893634 · Canton, OH
  Broker
• Nhat M NguyenCRD 7464951 · Seattle, WA
  IA RegisteredBroker
• Michael NicholsCRD 7998596 · Amsterdam, NY
  Broker
• Samuel Frederick NiessleinCRD 4784667 · King City, OR
  IA RegisteredBroker
• Breanna NobleCRD 7893466 · Westlake, OH
  Broker
• Alexander NosenchuckCRD 7802908 · Oakmont, PA
  Broker
• William John Marshall NowakCRD 7858335 · Dewitt, NY
  Broker
• Christopher Michael O'connorCRD 7787906 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristy Anne O'driscollCRD 5034857 · Willimantic, CT
  IA RegisteredBroker
• Katrina Alice O'sullivanCRD 4507063 · Niagara Falls, NY
  IA RegisteredBroker
• Maria Nancy OpettCRD 4088341 · Rochester, NY
  IA RegisteredBroker
• Julia I OrtizCRD 4119249 · West Haverstraw, NY
  Broker
• Eric T OttCRD 6549415 · University Heights, OH
  Broker
• Jean Marie OttavianoCRD 4287173 · White Plains, NY
  Broker
• Alice OdiernaCRD 8126094 · Red Hook, NY
  Broker
• Shemilore Gbenga OguntoyeCRD 7202537 · Virginia Beach, VA
  IA RegisteredBroker
• Leanna OholCRD 7138153 · Brooklyn, OH
  Broker
• Shawna OienCRD 8211588 · Belfair, WA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.