Yan Lee
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 LLCMay 2023 to now
- UnemployedJan 2023 to May 2023
- Financial Advocates Investment ManagementOct 2022 to Jan 2023
- LPL Financial LLCOct 2022 to Jan 2023
- First Financial Northwest BankSep 2022 to Jan 2023
- UnemployedJun 2022 to Sep 2022
- J.P. Morgan Securities LLCDec 2021 to May 2022
- JPMorgan Chase Bank, N.A.Dec 2021 to May 2022
- UnemployedAug 2021 to Nov 2021
- Fidelity Personal and Workplace AdvisorsJun 2020 to Jul 2021
- Fidelity Brokerage Services LLCJan 2020 to Jul 2021
- Fidelity InvestmentsJan 2020 to Jul 2021
- UnemployedOct 2019 to Dec 2019
- Qiming Venture PartnersFeb 2018 to Sep 2019
- UnemployedSep 2017 to Jan 2018
- Keybanc Capital MarketJun 2017 to Aug 2017
- UnemployedMar 2017 to May 2017
- State of OregonJan 2017 to Feb 2017
- Dpr Medical ConsultingNov 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7225220
- Firm CRD
- 136300