Adviser and broker representative · Key Investment Services LLC
Maureen O. Dowling
CRD 1982816 · Fairport, NY
At a glance
Maureen O. Dowling is an investment adviser representative with Key Investment Services LLC in Fairport, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Maureen’s SEC record dates to 2007, about 18 years ago. Maureen is also registered as a broker representative.
Current advisory firm
- Key Investment Services LLCSince March 2021Fairport, NY · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Maureen’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
- 1 firmLocked
- 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.