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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

EDWARD MICHAEL HASSAN

Advisor at KEY INVESTMENT SERVICES LLC

BROOKLYN, OH | Hillsboro, OR

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Search this name across graphsid dfx:ria:d529327e-75d9-e537-2c3e-cb72e48ac02d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2011 to Sep 15, 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: Mar 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 9, 2010
First registration: Aug 22, 2011
Dual registered: yes, broker-dealer
Other names: EDWARD M HASSAN
IAPD individual key: 5755754

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	Nov 13, 2023	n/a	yes	Hillsboro, OR\|BROOKLYN, OH	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 4, 2017	Oct 19, 2023	no	PORTLAND, OR\|PORTLAND, OR\|VANCOUVER, WA\|PORTLAND, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 16, 2013	Dec 13, 2017	no	PORTLAND, OR\|BEAVERTON, OR\|SAN ANTONIO, TX\|WEST LINN, OR\|CLACKAMAS, OR\|BEAVERTON, OR\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|PORTLAND, OR\|BEAVERTON, OR\|HILLSBORO, OR\|TIGARD, OR\|HILLSBORO, OR\|HILLSBORO, OR\|LAKEWAY, TX\|Austin, TX	Previous registration
MORGAN STANLEY	Wirehouse	Dec 21, 2012	Jun 4, 2013	no	San Antonio, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 22, 2011	Dec 11, 2012	no	ANNISTON, AL\|SAN ANTONIO, TX	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
WELLS FARGO ADVISORS	KEY INVESTMENT SERVICES LLC	Oct 19, 2023	Nov 13, 2023	25	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Dec 13, 2017	Dec 4, 2017	-9	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Jun 4, 2013	May 16, 2013	-19	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Dec 11, 2012	Dec 21, 2012	10	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
Nov 13, 2023 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 4, 2017 to Oct 19, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 16, 2013 to Dec 13, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 21, 2012 to Jun 4, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 22, 2011 to Dec 11, 2012factForm ADV

Dated events

Occurred
Oct 19, 2023
Advisor changed firm
Edward Michael Hassan left Wells Fargo Advisors for Key Investment Services Llc (registered 2023-11-13)
Form ADVobserved 4 days ago