Anna krisselda Solis Mccoy
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.
- Key Investment Services, LLCJun 2025 to now
- UnemployedApr 2025 to Jun 2025
- Atram Trust CorporationJun 2022 to Apr 2025
- De La Salle University - St. BenildeJun 2021 to Apr 2022
- Bdo Securities, Inc.Mar 2017 to Apr 2021
- UnemployedNov 2016 to Mar 2017
- Eburystreet Servicing, Inc.Apr 2015 to Nov 2016
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
- 8119344
- Firm CRD
- 136300