Sean Kelly
Investment adviser representative at Key Investment Services LLC
14 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
14 years in the industry.
- Key Investment Services, LLCSep 2026 to now
- UnemployedAug 2026 to Sep 2026
- FacetMar 2026 to Aug 2026
- Navy Federal Financial Group, LLCJan 2023 to Mar 2026
- Navy Federal Investment Services, LLCJan 2023 to Mar 2026
- Farther Finance Advisors, LLCNov 2021 to Jan 2023
- Bank of America, N.A.May 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Nov 2021
- UnemployedMar 2020 to Apr 2020
- United States Marine CorpsMay 2012 to Mar 2020
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
- 7250269
- Firm CRD
- 136300