Turkessa Amoah
Investment adviser representative at Key Investment Services LLC
13 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Turkessa Amoah? 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
13 years in the industry.
- Key Investment Services LLCMay 2026 to now
- KeybankMay 2026 to now
- EquitableMar 2025 to May 2026
- Equitable Advisors, LLCMar 2025 to May 2026
- TIAAAug 2022 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to Jan 2025
- Edward JonesJul 2022 to Aug 2022
- Equitable Advisors, LLCOct 2013 to Jun 2022
- AXA Advisors, LLCOct 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6265631
- Firm CRD
- 136300