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Kristy Alayne Lash

Investment adviser representative at Key Investment Services LLC
13 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

13 years in the industry.

  1. Key Investment Services LLCMay 2026 to now
  2. UnemployedNov 2024 to May 2026
  3. Equity Services IncMay 2023 to Nov 2024
  4. Key Investment Services LLCAug 2015 to May 2023
  5. KeybankSep 2013 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
6543634
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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