Richard Antonio Failoo-velasquez
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 LLCJul 2024 to now
- KeybankJul 2024 to now
- Wells Fargo Bank, NAMay 2023 to Jul 2024
- Wells Fargo Clearing Services, LLCMay 2023 to Jul 2024
- Key Investment Services LLCJul 2022 to Apr 2023
- KeybankNov 2021 to Apr 2023
- Wells FargoJun 2021 to Nov 2021
- The Hartford Insurance GroupSep 2020 to May 2021
- The Cellular Connection (verizon)Mar 2018 to Aug 2020
- Olive GardenJan 2018 to Mar 2018
- Sheraton Hartford South HotelDec 2015 to Jan 2018
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 (CT).
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
- 7602489
- Firm CRD
- 136300