Miriam M Edes
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 LLCOct 2025 to now
- Keybank NAOct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Sep 2025
- Key BankAug 2021 to Feb 2022
- US BankDec 2018 to Aug 2021
- College of Western IdahoAug 2018 to May 2024
- Swank StoreMay 2017 to Dec 2018
- Cole Valley Christian SchoolAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7514529
- Firm CRD
- 136300