Christopher Michael O'connor
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 LLCOct 2025 to now
- KeybankOct 2025 to now
- LPL Enterprise, LLCNov 2024 to Oct 2025
- The Prudential Insurance Company of AmericaJun 2024 to Oct 2025
- Pruco Securities, LLCJun 2024 to Nov 2024
- Northwestern Mutual Investment Services LLCSep 2023 to Apr 2024
- Northwestern Mutual Life Insurance CompanySep 2023 to Apr 2024
- Northwestern Mutual Wealth Management CompanySep 2023 to Apr 2024
- Bluesky Hospitality SolutionsFeb 2022 to Apr 2023
- SecuritasJun 2021 to Feb 2022
- Island HospitalityMar 2019 to Mar 2020
- Tengara Real Estate Investments LLCJan 2018 to Nov 2024
- Aimbridge HospitalityMar 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7787906
- Firm CRD
- 136300