Nicholas Michael Adams
Investment adviser representative at Key Investment Services LLC
8 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Nicholas Michael Adams? 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
8 years in the industry.
- Key Investment Services LLCOct 2022 to now
- Wells Fargo Clearing Services, LLCJun 2021 to Oct 2022
- Wells Fargo Bank, NAMar 2018 to Oct 2022
- Pw CompaniesAug 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7403909
- Firm CRD
- 136300