Robert A Weiss
Investment adviser representative at Key Investment Services LLC
17 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Key Investment Services LLCJul 2025 to now
- Keybank NADec 2024 to now
- UnemployedAug 2024 to Nov 2024
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Investment Management, IncMar 2021 to Sep 2023
- First Republic Securities Company, LLCMar 2021 to Sep 2023
- UnemployedOct 2020 to Mar 2021
- Bb&t Securities, LLCDec 2019 to Oct 2020
- Suntrust Advisory Services, Inc.Jun 2017 to Oct 2020
- Suntrust BankDec 2016 to Oct 2020
- Suntrust Investment ServicesDec 2016 to Oct 2020
- J.P Morgan Securities LLC.May 2011 to Dec 2016
- JPMorgan Chase BankMar 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (FL).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2241713
- Firm CRD
- 136300