Nhat M Nguyen
Investment adviser representative at Key Investment Services LLC
15 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Nhat M Nguyen? 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
15 years in the industry.
- Key Investment Services LLCJan 2023 to now
- Bank of America, N.A.Aug 2022 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Dec 2022
- J.P. Morgan Securities LLCOct 2021 to Apr 2022
- JP Morgan Chase Bank, N.A.Oct 2021 to Apr 2022
- Avis Budget GroupJun 2021 to Oct 2021
- Estee LaunderMay 2021 to Jun 2021
- UnemployedFeb 2021 to Apr 2021
- University of the CumberlandsMay 2020 to Dec 2021
- Bank of AmericaAug 2019 to Jan 2021
- Executive Inn By the Space NeedleJul 2019 to Dec 2019
- UnemployedJun 2019 to Jun 2019
- Northwood UniversityAug 2018 to May 2019
- Gaylord Opryland Resort and Convention CenterJul 2017 to Jul 2018
- UnemployedOct 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7464951
- Firm CRD
- 136300