Amy Cheng Valentine
Investment adviser representative at Key Investment Services LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$8.9BFirm assets
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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
12 years in the industry.
- Key Investment Services LLCMay 2026 to now
- Key Bank NAJan 2023 to now
- Key Investment Services LLCOct 2023 to Aug 2024
- LPL Financial LLCNov 2018 to Jan 2023
- Planned Financial ServicesNov 2018 to Jan 2023
- Ameriprise Financial Services, Inc.Jan 2014 to Oct 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
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
- 5959181
- Firm CRD
- 136300