Daniel Zamoshnikov

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Contact Information

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Disclosures on record.

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.

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Years of Experience

10 years registered in the securities industry

Current & Past Employments

Current

KEY INVESTMENT SERVICES LLCCurrent·CRD# 136300

RIA

BD

19161 Se Mill Plain Boulevard, Vancouver, WA 98683

February 7, 2020 - Present

KEY INVESTMENT SERVICES LLCCurrent·CRD# 136300

RIA

BD

19161 Se Mill Plain Boulevard, Vancouver, WA 98683

September 20, 2018 - Present

Past

WADDELL & REEDPast·CRD# 866

RIA

Sacramento, CA

September 1, 2016 - May 22, 2018

WADDELL & REEDPast·CRD# 866

BD

Sacramento, CA

August 4, 2016 - May 22, 2018

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Current Firm

KI

KEY INVESTMENT SERVICES LLC

KEY DOCTOR BANKING AND ADVISORY GROUP | KEY WEALTH | KEY PRIVATE CLIENT | 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)

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

1,325

SEC notice filing (44 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

KIS FORM ADV PART 2A APPENDIX 1 (10/19/2026)

Direct owners and executive officers

Name	Position	CRD#
KEYBANC CAPITAL MARKETS INC.	SOLE OWNER	566
DOUCE, MARK IVAN	CHIEF COMPLIANCE OFFICER	2959137
FONTANAROSA, ANDREW	CHIEF LEGAL OFFICER	6704159
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	CEO/PRESIDENT	4404279
SKARDA, JOSEPH BRIEL	HEAD OF KEY WEALTH MANAGEMENT	4288186
THEBERGE, JONATHAN MARC	CHIEF OPERATIONS OFFICER	7722891

Regulatory Assets Under Management

Total Number of Accounts

34,920

AUM (Assets Under Management)

$8,876,856,848

Disclosures

Regulatory Event

4

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Daniel Zamoshnikov Photography; not investment related; 11108 NE 133rd Ct, Vancouver, Washington 98682; owner/photographer; 1/31/2019; 3-5 hours per month with 0 during trading hours. 2) Rental of Previous Primary Residence; 10402 NE 67th Ave. Vancouver, WA 98686. Start date: 02/02/2023. Title: Home Owner (Land Lord). Partner/Ownership 50%. Non-Investment Related. 0 hours per month (property manager manages). 0 hours during securities trading hours. 3) RENTAL PROPERTY, POSITION: null NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026, ADDRESS: 11108 NE 133rd Court, Vancouver WA 98682, United States, DESCRIPTION: Owner of Property. Day-to-day operations to be managed by Property Manager.

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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 DOCTOR BANKING AND ADVISORY GROUP | KEY WEALTH | KEY PRIVATE CLIENT | 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(6/22/2020)

RR

California
(6/22/2020)

RR

Colorado
(11/22/2023)

RR

Florida
(7/15/2022)

RR

Hawaii
(9/12/2023)

RR

Idaho
(6/22/2020)

RR

Maine
(5/21/2024)

RR

Massachusetts
(6/22/2020)

RR

Michigan
(6/22/2020)

RR

Minnesota
(6/22/2020)

RR

Nevada
(6/22/2020)

RR

New York
(3/5/2024)

RR

Ohio
(6/22/2020)

RR

Oregon
(9/20/2018)

RR

Pennsylvania
(1/8/2024)

RR

Texas
(7/15/2022)

RR

Virginia
(7/22/2024)

RR

Washington
(5/28/2020)

IAR

Washington
(11/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.