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David J Harrison

Investment Adviser Representative at KEY Investment Services LLC

Wexford, PACRD #5906703Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David J. Harrison is an investment adviser representative with KEY Investment Services LLC in Wexford, PA, where they have been registered since 2017. They have worked in the securities industry since 2011 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

270 Village Club Dr.
Wexford, PA 15090

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
19 states and territories

Alabama, Arizona, California, Colorado, Florida, Illinois, Iowa, Kentucky, Maryland, Massachusetts, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/3/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 8/27/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/17/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/5/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KEY Investment Services LLCCurrent
6/5/2017 – Wexford, PA
LPL Financial LLC
8/8/2011 – 9/21/2016Allison Park, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KEY Investment Services LLC
    Sep 2016 – Nov 2016Allison Park, PA
  2. Keybank
    Sep 2016 – Nov 2016Pepper Pike, OH
  3. KEY Investment Services, LLC
    Nov 2016 – Jun 2017Pepper Pike, OH
  4. Keybank
    Nov 2016 – Jun 2017Allison Park, PA
  5. Key Investment Services, LLC
    Jun 2017 – Nov 2018Pepper Pike, OH
  6. Keybank
    Jun 2017 – Nov 2018Allison Park, PA
  7. Key Investment Services
    Nov 2018 – Oct 2019Pepper Pike, OH
  8. KeyBank
    Nov 2018 – Dec 2018Allison Park, PA
  9. Key Investment Services
    Oct 2019 – Mar 2022Columbus, OH
  10. KEY Investment Services LLC
    Mar 2022 – no end date reportedBrooklyn, OH

Official records & sources

Data as of August 10, 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

Portfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at KEY Investment Services LLC

Showing 12 of 638 in the directory

View KEY Investment Services LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David J Harrison 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.

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David J Harrison (KEY Investment Services) - Advisor Profile