James Michael Schaible
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 2024 to now
- KeybankFeb 2024 to now
- TD Bank N.A.Apr 2023 to Feb 2024
- TD Private Client Wealth LLCApr 2023 to Feb 2024
- RBC Capital Markets, LLCAug 2022 to Apr 2023
- Gretchen Meyer FinancialApr 2021 to May 2022
- LPL Financial, LLCApr 2021 to May 2022
- UnemployedJan 2021 to Mar 2021
- Shade Tree AdvisorsOct 2020 to Jan 2021
- Cetera Financial GroupJun 2020 to Aug 2020
- Ayco, a Goldman Sachs CompanyJan 2019 to Oct 2020
- Brookbeam DentalJul 2018 to Jan 2019
- CatamountMay 2017 to Dec 2018
- Siena CollegeOct 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7362506
- Firm CRD
- 136300