Andrew Lavelle Cheatham
Investment adviser representative at Key Investment Services LLC
12 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Andrew Lavelle Cheatham? 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
12 years in the industry.
- Key Investment Services LLCMar 2022 to now
- KeybankFeb 2022 to now
- UnemployedOct 2021 to Feb 2022
- LPL Financial LLCJun 2021 to Oct 2021
- M&t SecuritiesApr 2021 to Oct 2021
- UnemployedDec 2020 to Mar 2021
- Edward JonesNov 2019 to Dec 2020
- UnemployedMay 2019 to Oct 2019
- Bank of America NAJul 2018 to Apr 2019
- Merrill LynchJul 2018 to Apr 2019
- 21 WirelessFeb 2018 to Apr 2018
- The Cellular ConnectionNov 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6993099
- Firm CRD
- 136300