Mitchell Williams
Investment adviser representative at Key Investment Services LLC
12 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
12 years in the industry.
- Key Investment Services, LLCSep 2025 to now
- KeybankSep 2025 to now
- Equitable Advisors, LLCSep 2024 to Jun 2025
- UnemployedJan 2024 to Aug 2024
- Hinshaw's Automative GroupJun 2019 to Aug 2021
- University of WashingtonSep 2018 to Dec 2023
- Sunset Auto FamilyJun 2018 to Sep 2018
- Fred MeyerJun 2017 to Oct 2017
- Enumclaw High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7989326
- Firm CRD
- 136300