Lisa Raghunanan
Investment adviser representative at Key Investment Services LLC
18 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Lisa Raghunanan? Claim your profile
Contact this firm
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
18 years in the industry.
- Key Investment Services LLCSep 2020 to now
- KeybankAug 2020 to Jul 2022
- J.P. Morgan Securities LLCOct 2012 to Aug 2020
- JPMorgan Chase Bank NAJun 2008 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State 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
- 5246779
- Firm CRD
- 136300