Timothy Jude Smith
Investment adviser representative at Key Investment Services LLC
13 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Timothy Jude Smith? 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
13 years in the industry.
- Key Investment Services LLCOct 2023 to now
- First Command Advisory Services, Inc.Jun 2021 to Sep 2023
- First Command Insurance Services, Inc.Jun 2021 to Sep 2023
- First Command Brokerage Services, Inc.Apr 2021 to Sep 2023
- UnemployedSep 2020 to Jun 2021
- Camuto GroupAug 2014 to Sep 2020
- Keller Graduate School of ManagementNov 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7335541
- Firm CRD
- 136300