Robbie Mercer
Investment adviser representative at Key Investment Services LLC
12 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
12 years in the industry.
- Key Investment Services LLCJan 2025 to now
- KeybankJan 2025 to May 2026
- UnemployedMay 2024 to Jan 2025
- Tucker Asset Management LLCJul 2023 to May 2024
- Tumolo FinancialApr 2023 to May 2024
- Horace Mann Investors Inc.Nov 2021 to Jul 2023
- Horace Mann CompaniesNov 2021 to Apr 2023
- UnemployedAug 2020 to Nov 2021
- Citizens BankApr 2014 to Jul 2020
- Citizens Securities, Inc.Apr 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6324695
- Firm CRD
- 136300