Ryan James Petry
Investment adviser representative at Key Investment Services LLC
12 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
12 years in the industry.
- Key Investment Services, LLCOct 2024 to now
- Corda Investment Management, LLCMar 2022 to Aug 2024
- Zenith Investment Management LLCFeb 2021 to Mar 2022
- TD Ameritrade Investment Management, LLCFeb 2018 to Feb 2021
- TD Ameritrade, Inc.Feb 2018 to Feb 2021
- ScottradeMay 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5021785
- Firm CRD
- 136300