Colleen Marie Shelly
Investment adviser representative at Key Investment Services LLC
17 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
17 years in the industry.
- Key Investment Services LLCMay 2025 to now
- Longview Financial PartnersDec 2023 to Apr 2025
- Raymond James Financial Services Advisors, Inc.Aug 2023 to Apr 2025
- Raymond James Financial Services, Inc.Aug 2023 to Apr 2025
- Wentz Financial GroupAug 2023 to Apr 2025
- UnemployedApr 2023 to Aug 2023
- Lincoln Financial AdvisorsAug 2021 to Apr 2023
- PNC InvestmentsApr 2018 to Aug 2021
- DoterraJun 2017 to Jan 2021
- Valmark Securities, Inc.May 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5162441
- Firm CRD
- 136300