Tomisina Samuelson
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 2023 to now
- KeybankMay 2023 to now
- Key Investment Services LLCFeb 2023 to Mar 2023
- KeybankJan 2023 to Mar 2023
- Hometrust BankFeb 2022 to Oct 2022
- M&t BankMar 2019 to Jan 2022
- Jamestown Community CollegeAug 2018 to Dec 2018
- Red LobsterJun 2018 to Jun 2019
- Buffalo State CollegeJan 2018 to May 2018
- Jamestown Community CollegeSep 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7695529
- Firm CRD
- 136300