Adviser and broker representative · Key Investment Services LLC
Kwang Yi
CRD 6010903 · Bonney Lake, WA
At a glance
Kwang Yi is an investment adviser representative with Key Investment Services LLC in Bonney Lake, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kwang’s SEC record dates to 2012, about 14 years ago. Kwang is also registered as a broker representative.
Current advisory firm
- Key Investment Services LLCSince February 2023Bonney Lake, WA · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kwang’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
- 5 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
- Thomas M. AbramsonCheektowaga
- Erica L. Acheson-DunayPepper Pike
- Nicholas M. AdamsBrooklyn
- Bonnie M. AddisonBrooklyn
- Michael R. AgricolaBrooklyn
- Daniel R. AikinNiagara Falls
- Christian R. AlaimoBrooklyn
- Sean K. AllenBrooklyn
Every advisor at Key Investment Services LLC →Key Investment Services LLC: assets, clients and custodians →Financial advisors in Bonney Lake, WA →Advisor Moves: who changed firms this week →