Amy Cheng Valentine
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amy Cheng Valentine is an investment adviser representative with KEY Investment Services LLC in Westlake, OH, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Planned Financial Services and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Jan 2014 – Oct 2018Akron, OH
- LPL Financial LLCNov 2018 – Jan 2023Brecksville, OH
- Planned Financial ServicesNov 2018 – Jan 2023Cleveland, OH
- Key Bank NAJan 2023 – no end date reportedWestlake, OH
- Key Investment Services LLCOct 2023 – Aug 2024Brooklyn, OH
- Key Investment Services LLCMay 2026 – no end date reportedWestlake, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Investment Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 638
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Brooklyn, OH
- SEC file number:
- 801-65060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at KEY Investment Services LLC
Showing 12 of 638 in the directory
Similar advisors in Westlake, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy Cheng Valentine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched