Angela Myers
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, LLCMay 2026 to now
- Fifth Third SecuritiesSep 2023 to May 2026
- Fifth Third BankAug 2023 to May 2026
- UnemployedJul 2023 to Aug 2023
- Guardian Savings and LoanJun 2023 to Jun 2023
- PNC BankMay 2023 to May 2023
- UnemployedMar 2023 to Apr 2023
- J. P. Morgan Securities LLCMay 2022 to Mar 2023
- Bank of AmericaMay 2020 to Apr 2022
- Cincinnati Eye InstituteJan 2020 to May 2020
- UnemployedFeb 2019 to Dec 2019
- Madeira Presbyterian ChurchJan 2018 to Jan 2019
- Childrens Academy of MasonJan 2018 to Mar 2018
- OasisNov 2017 to Dec 2017
- San Diego House of MotorcyclesNov 2017 to Dec 2017
- UnemployedOct 2017 to Oct 2017
- Shutterfly LifetouchSep 2017 to Sep 2017
- UnemployedOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7567704
- Firm CRD
- 136300