Federico J Martin
Investment adviser representative at Key Investment Services LLC
19 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Federico J Martin? 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
19 years in the industry.
- Key Investment Services LLCJan 2024 to now
- Keybank NAJun 2023 to May 2026
- Silicon Valley BankMay 2021 to May 2023
- Svb Investment Services IncMay 2021 to May 2023
- Zions DirectSep 2007 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 5416564
- Firm CRD
- 136300