Chase Porter Carroll
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 LLCMar 2026 to now
- KeybankMar 2026 to now
- Dicks Sporting GoodsOct 2022 to now
- Goldman Sachs AycoJan 2025 to Sep 2025
- Hayners Sports BarnJul 2024 to Oct 2024
- Town of HalfmoonJul 2022 to Aug 2022
- N/aJan 2021 to Jun 2022
- Luther Forest Wealth AdvisorsOct 2019 to Dec 2020
- YmcaOct 2018 to Apr 2020
- N/aJan 2015 to Oct 2018
Exams passed
- 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
- 8035756
- Firm CRD
- 136300