Adviser and broker representative · Key Investment Services LLC
Erica L. Acheson-Dunay
CRD 5247687 · Pepper Pike, OH
At a glance
Erica L. Acheson-Dunay is an investment adviser representative with Key Investment Services LLC in Pepper Pike, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erica’s SEC record dates to 2013, about 13 years ago. Erica is also registered as a broker representative.
Current advisory firm
- Key Investment Services LLCSince January 2019Pepper Pike, OH · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Erica’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Key Investment Services LLC
- Jessica R. RorarPepper Pike · Certified Financial Planner
- Thomas M. AbramsonCheektowaga
- Nicholas M. AdamsBrooklyn
- Michael R. AgricolaBrooklyn
- Daniel R. AikinNiagara Falls
- Christian R. AlaimoBrooklyn
- Sean K. AllenBrooklyn
- Andrew J. AllenderBrooklyn
Every advisor at Key Investment Services LLC →Key Investment Services LLC: assets, clients and custodians →Financial advisors in Pepper Pike, OH →Advisor Moves: who changed firms this week →