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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

Robert A Weiss

Advisor at KEY INVESTMENT SERVICES LLC

BROOKLYN, OH | Naples, FL

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Search this name across graphsid dfx:ria:70d2621a-e44d-d460-acb5-eea955f9f648

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEY INVESTMENT SERVICES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 17, 1992
First registration: Jun 5, 2017
Dual registered: yes, broker-dealer
Other names: Robert Allen Weiss
IAPD individual key: 2241713

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Sep 24, 2025	n/a	yes	BROOKLYN, OH\|Naples, FL	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 6, 2023	Jul 13, 2024	no	New York, NY\|NEW YORK, NY\|New York, NY\|White Plains, NY\|SAN FRANCISCO, CA\|Watchung, NJ	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Mar 2, 2021	Jul 17, 2024	no	New York, NY	Previous registration
GFO ADVISORY SERVICES, LLC	Asset manager	Jun 20, 2017	Dec 31, 2017	no	GREENWICH, CT\|NEW YORK, NY	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 5, 2017	Nov 12, 2020	no	GREENWICH, CT\|ATLANTA, GA\|NEW YORK, NY\|NEW YORK, NY\|NEWYORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Jul 17, 2024	Sep 6, 2023	-315	Channel change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	KEY INVESTMENT SERVICES LLC	Jul 13, 2024	Sep 24, 2025	438	Firm change after gap	Wirehouse to ibd
TRUIST ADVISORY SERVICES, INC.	GFO ADVISORY SERVICES, LLC	Nov 12, 2020	Jun 20, 2017	-1,241	Firm change after gap	Other
GFO ADVISORY SERVICES, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Dec 31, 2017	Mar 2, 2021	1,157	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108559:79:NY:2024-07-17	Jul 17, 2024	Sep 6, 2023	NEW YORK, NY	Firm change after gap

Relationships

Registered with (5)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
Sep 24, 2025 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Mar 2, 2021 to Jul 17, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 6, 2023 to Jul 13, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 5, 2017 to Nov 12, 2020factForm ADV
→ GFO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 20, 2017 to Dec 31, 2017factForm ADV

Dated events

Occurred
Jul 13, 2024
Advisor changed firm
Robert A Weiss left J.P. Morgan Securities Llc for Key Investment Services Llc (registered 2025-09-24)
Form ADVobserved 4 days ago