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Peter Michael Bushman

Investment adviser representative at Key Investment Services LLC
16 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

16 years in the industry.

  1. Key Investment Services LLCOct 2025 to now
  2. KeybankOct 2025 to now
  3. HSBC Securities (USA) IncSep 2017 to Sep 2025
  4. HSBC Bank USA, N.A.Aug 2017 to Sep 2025
  5. M&t SecuritiesOct 2012 to Aug 2017
  6. M&t BankOct 2010 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2023

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
4980225
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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