Chinh Td Nguyen
Investment adviser representative at Key Investment Services LLC
11 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
11 years in the industry.
- Key Investment Services LLCApr 2025 to now
- Keybank NAMar 2025 to now
- Raymond James Financial Services Advisors, Inc.Mar 2024 to Mar 2025
- Raymond James Financial Services Inc.Mar 2024 to Mar 2025
- Columbia Wealth AdvisorsFeb 2024 to Mar 2025
- Cetera Investment Advisers LLCOct 2022 to Oct 2023
- Cetera Investment Services LLCOct 2022 to Oct 2023
- Steward Partners Investment Solutions, LLCOct 2015 to Mar 2023
- Umpqua Investments, IncOct 2015 to Apr 2021
- Umpqua BankAug 2015 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 4671665
- Firm CRD
- 136300