Roberta M Wagner
Investment adviser representative at Key Investment Services LLC
15 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
15 years in the industry.
- Key Investment Services LLCAug 2026 to now
- Citizens Securities Inc.Jul 2022 to Aug 2026
- Merrill Lynch Pierce, Fenner & Smith, Inc.Sep 2011 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3236402
- Firm CRD
- 136300