Allen M Judkins
Investment adviser representative at Key Investment Services LLC
12 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
12 years in the industry.
- Key Investment Services LLCAug 2026 to now
- KeybankAug 2026 to now
- Bank of America, N.A.Nov 2025 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to Aug 2026
- Citizens BankApr 2024 to Sep 2025
- Trocaire CollegeNov 2023 to Apr 2024
- Home DepotOct 2023 to Nov 2023
- WalmartNov 2022 to Apr 2024
- Zr&j Enterprises - Pet Supplies PlusAug 2022 to Oct 2022
- M&t BankJul 2021 to Jul 2022
- Lowe'sDec 2020 to Jun 2021
- TargetNov 2020 to Nov 2020
- WalmartJan 2020 to Oct 2020
- Pet Supplies PlusFeb 2019 to Dec 2019
- MichaelsDec 2018 to Jan 2019
- GeicoMay 2018 to Nov 2018
- AmazonMay 2018 to May 2018
- WalmartJul 2014 to Apr 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
- 8169530
- Firm CRD
- 136300