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Trenton Gary Stoddard

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 LLCJun 2026 to now
  2. Key BankOct 2025 to Jun 2026
  3. UnemployedAug 2025 to Oct 2025
  4. Key Investment ServicesMay 2025 to Aug 2025
  5. World Wide Golf ShopsMay 2022 to Nov 2023
  6. Alpha CoffeeFeb 2022 to Sep 2022
  7. Reams Grocery StoreMay 2020 to Aug 2020
  8. Ski n SeeOct 2019 to May 2025
  9. UnemployedJun 2016 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8106218
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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