Antonio Monti
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 LLCAug 2022 to now
- KeybankDec 2020 to now
- Spencerport HotsJul 2020 to Mar 2021
- Pane VinoApr 2020 to Aug 2020
- Blue Barn CiderySep 2018 to Apr 2019
- The College At Brockport, State University of New YorkAug 2018 to Dec 2021
- Bill GraysMar 2018 to Jul 2020
- Sullivan's CharbroilJul 2017 to Mar 2018
- Greece AthenaAug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7617225
- Firm CRD
- 136300