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Michael Emanuel Roper

Investment adviser representative at Key Investment Services LLC
Under 1 yearExperience
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

Under 1 year in the industry.

  1. Key Investment Services LLCSep 2016 to now
  2. KeybankSep 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5655920
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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