Pallavi Shrestha
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
- Equitable Advisors, LLCSep 2025 to Jan 2026
- UnemployedMay 2024 to Sep 2025
- Peepal GroupMar 2021 to Apr 2024
- Maya Dd's RestaurantJul 2020 to Mar 2021
- McdonaldsJul 2020 to Sep 2020
- University of West LondonJan 2020 to May 2021
- Kathmandu Model CollegeDec 2015 to Dec 2019
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
- 8144834
- Firm CRD
- 136300