Ernesto Smith fernandez
Investment adviser representative at Key Investment Services LLC
11 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Ernesto Smith fernandez? Claim your profile
Contact this firm
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 LLCApr 2025 to now
- KeybankApr 2025 to now
- EquitableFeb 2025 to Apr 2025
- Equitable Advisors, LLC.May 2023 to Apr 2025
- UnemployedJan 2023 to Apr 2023
- EproyivSep 2021 to Nov 2022
- Banco MetropolitanoJul 2021 to Sep 2021
- Banco MetropolitanoJul 2020 to Sep 2020
- Best WesternJul 2019 to Sep 2019
- Havana UniversitySep 2018 to Dec 2022
- UnemploymentApr 2018 to Sep 2018
- Fuerzas Armadas RevolucionariasSep 2017 to Apr 2018
- Preuniversitario Saul DelgadoSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7747360
- Firm CRD
- 136300