TF
Travis R. Fuller
KEY INVESTMENT SERVICES LLC
Murray, UT 84107
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CRD#: 6310044
TF
Professional summary
Travis Rey Fuller, who also goes by Travis Rey Fuller, Travis Fuller, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Murray, Utah.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Travis has worked at 5 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Travis Rey Fuller | Travis Fuller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) TURO; POSITION: Host NATURE: to provide rental vehicles to people; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 2; START DATE: 01/07/2020; ADDRESS: 116 New Montgomery St, Suit 700, San Francisoc CA 94105, United States; DESCRIPTION: We rent out our vehicles on Turo to people. 2.) AIRBNB; POSITION: Host; NATURE: Give people a place to stay when they come to town; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 06/19/2024; ADDRESS: 888 Brannan Street, San Francisco CA 94103, United States; DESCRIPTION: We host our homes for rent on Airbnb. 3.) TNT HOMES LLC; POSITION: President NATURE: To provide a place to live for people who need somewhere to rent.; We also provide property management services. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2023 ADDRESS: 1309 Coffeen Ave STE 1200, Sheridan WY 82801, United States; DESCRIPTION: We own a few rental properties that we manage.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Rey Fuller's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Travis Rey Fuller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 5101 South State St., Murray, UT 84107RIA
BD
CRD#: 136300
Murray, UT
Current
January 10, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 5101 South State St., Murray, UT 84107RIA
BD
CRD#: 136300
Murray, UT
Past
December 4, 2020 - November 12, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
August 20, 2020 - November 12, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
October 23, 2019 - April 9, 2020
OSAIC SERVICES, INC.
BD
CRD#: 133763
PROVO, UT
Past
July 6, 2015 - October 16, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PROVO, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/17/2025)
IAR
Utah(1/8/2025)
RR
Utah(1/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/2/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Phone number
(888) 547-2968
Established
Ohio since 06/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,131
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
