Aaron Benjamin Sandry
Investment adviser representative at Key Investment Services LLC
10 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
10 years in the industry.
- Key Investment Services LLCFeb 2023 to now
- First Investment PlanningOct 2022 to Feb 2023
- First National Investment & PlanningOct 2022 to Feb 2023
- Raymond James Financial Services Advisors, Inc.Oct 2022 to Feb 2023
- Raymond James Financial Services, Inc.Oct 2022 to Feb 2023
- U.S. Bancorp Investments, Inc.Oct 2019 to Oct 2022
- U.S. BankOct 2019 to Oct 2022
- Cetera Advisors LLCNov 2016 to Sep 2019
- Cetera Advisors Networks LLCNov 2016 to Sep 2019
- Cetera Financial Specialists LLCNov 2016 to Sep 2019
- Cetera Investment Services LLCNov 2016 to Sep 2019
- First Allied Securities, Inc.Nov 2016 to Sep 2019
- Summit Brokerage Services, Inc.Nov 2016 to Sep 2019
- Uber/lyftMay 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2023
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
- 6729163
- Firm CRD
- 136300