Eli Taylor
Investment adviser representative at Key Investment Services LLC
14 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
14 years in the industry.
- Key Investment Services LLCJan 2025 to now
- Keybank NAOct 2024 to now
- U.S. Bancorp Investments, Inc.Oct 2023 to Oct 2024
- U.S. BankSep 2023 to Oct 2024
- JPMorgan Chase Bank NAJan 2022 to Sep 2023
- JPMorgan Securities LLCJan 2022 to Sep 2023
- Key BankSep 2012 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5727985
- Firm CRD
- 136300