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Guerschom Altidor

Investment adviser representative at Key Investment Services LLC
10 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

10 years in the industry.

  1. Key Investment Services, LLCJul 2026 to now
  2. KeybankJul 2026 to now
  3. PNC Wealth ManagementApr 2025 to Jul 2026
  4. PNC BankOct 2022 to Jun 2026
  5. TargetOct 2021 to Oct 2022
  6. UnemployedNov 2020 to Sep 2021
  7. Under 50Apr 2020 to Oct 2020
  8. Uptodate Beauty SalonOct 2016 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
8070064
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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