Mitchell Williams

Financial advisor at Key Investment Services LLC

Last updated 2026-10-10

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Mitchell Williams is a financial advisor at Key Investment Services LLC, CRD 7989326. Licenses and exams on the registration: Series 66. IAPD registration began 2025-02-03.

Registration

CRD number
7989326
Registration status
Active
IAPD registration
2025-02-03
Industry Experience
1 year
Work Experience
12 years
States registered
WA

Licenses and exams

  • Series 66

Work history

  • 2024-09 to 2025-06 · Equitable Advisors, LLC · New York, NY
  • 2018-09 to 2023-12 · University of Washington · Tacoma, WA
  • 2024-01 to 2024-08 · Unemployed · Enumclaw, WA
  • 2019-06 to 2021-08 · Hinshaw's Automative Group · Auburn, WA
  • 2018-06 to 2018-09 · Sunset Auto Family · Auburn, WA
  • 2017-06 to 2017-10 · Fred Meyer · Maple Valley, WA
  • 2014-09 to 2018-06 · Enumclaw High School · Encumclaw, WA
  • 2025-09 to Present · Key Investment Services, LLC · Brooklyn, OH
  • 2025-09 to Present · Keybank · Covington, WA

Current employment

SEC IAPD record for Mitchell Williams

Key Investment Services LLC

Regulatory AUM
$8,876,856,848
Registered advisors
645
Offices
663
Clients per advisor
54.1 (Low)
Average AUM per client
$254.2K (Low)
High-net-worth client ratio
3.3% (Low)

Key Investment Services LLC: advisors, services and reported ETF investments

About

Mitchell Williams is a financial advisor at Key Investment Services LLC. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history.

Key Investment Services LLC's firm-level Form ADV reports 645 advisors across 663 offices; approximately 54.1 clients per advisor, average assets per client of $254,206, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses and Selection of Other Advisers.

What this firm offers

Filed by Key Investment Services LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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