Michael Christopher Clementi
Investment adviser representative at Key Investment Services LLC
20 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
20 years in the industry.
- Key Investment Services LLCMar 2022 to now
- The Prudential Insurance Company of AmericaSep 2019 to Mar 2020
- Pruco Securities LLCJul 2019 to Mar 2020
- Full Spirit IncorporatedJun 2017 to Mar 2022
- AXA Advisors, LLCJun 2016 to Jun 2017
- Phil's Vitamin CompanyJan 2006 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
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
- 4060047
- Firm CRD
- 136300