Adviser and broker representative · Key Investment Services LLC

James D. Keller III

CRD 6648010 · Camillus, NY

At a glance

James D. Keller III is an investment adviser representative with Key Investment Services LLC in Camillus, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2021, about 5 years ago. James is also registered as a broker representative.

Current advisory firm

Key Investment Services LLCSince March 2021Camillus, NY · $8.9B in regulatory assets

SEC adviser record

Registered since: 2021 (5 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

James’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: Locked
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

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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.

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