Dillon Kanhalikham
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 2026 to now
- KeybankNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- Coppell Advisory SolutionsAug 2024 to Jul 2025
- Frazier Investment ManagementJul 2024 to Jul 2025
- Private Client ServicesMar 2024 to Jul 2024
- Fluent Financial, LLCJan 2024 to Jul 2024
- US Health AdvisorsSep 2023 to Nov 2023
- Cx Institutional, LLCJan 2023 to Aug 2023
- Fisher InvestmentsJun 2018 to Jan 2023
- StudentApr 2018 to May 2018
- Red RobinMar 2017 to May 2017
- Lam ResearchDec 2016 to Mar 2018
- Precision CastpartsApr 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7203905
- Firm CRD
- 136300