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Kyle Robert Ray-desantis

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.

  1. Key Investment Services LLCApr 2023 to now
  2. KeybankMay 2022 to Jun 2025
  3. Sleep NumberDec 2019 to May 2022
  4. Fw WebbMay 2019 to Dec 2019
  5. A Duie PyleJan 2019 to Aug 2019
  6. Gap Inc Distribution CenterSep 2018 to Jan 2019
  7. Blue Beacon Truck WashDec 2016 to Sep 2018
  8. Dutchess Community CollegeJun 2015 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • 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
7723755
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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