Pui san Reynolds
Investment adviser representative at Key Investment Services LLC
11 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
11 years in the industry.
- Key Investment Services, LLCMay 2025 to now
- Edward JonesMay 2022 to May 2025
- Perfectly Splendid LLCNov 2020 to Apr 2022
- Citizens BankMar 2018 to May 2022
- UnemployedSep 2017 to Mar 2018
- Fantasy Springs Resort CasinoNov 2016 to Sep 2017
- Mount Airy Casino ResortAug 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7542970
- Firm CRD
- 136300