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David Keith Riffe

Investment Adviser Representative at KEY Investment Services LLC

Meridian, IDCRD #2939907Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
5

Professional summary

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

David Keith Riffe is an investment adviser representative with KEY Investment Services LLC in Meridian, ID, where they have been registered since 2025. They have worked in the securities industry since 2000 and have been registered with 12 firms, including Mercer Global Advisors Inc. and 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 24 (general securities principal). They are registered to provide investment advice in Idaho.

Office

1650 E Fairview Ave
Meridian, ID 83642

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:
Idaho
Broker:
2 states and territories

Idaho, Washington

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 11/5/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/12/2002
Series 7
General Securities Representative Examination
Passed 10/22/1997
Series 24
General Securities Principal Examination
Passed 4/12/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KEY Investment Services LLCCurrent
9/29/2025 – Meridian, ID
Mercer Global Advisors Inc.
5/6/2022 – 4/21/2025Ketchum, ID
LPL Financial LLC
2/3/2021 – 5/17/2022Kalispell, MT
Ameritas Investment Corp
7/11/2019 – 12/31/2019Boise, ID
MML Investors Services, LLC
1/6/2017 – 6/10/2019Meridian, ID
Waddell & REED
3/2/2015 – 11/22/2016Boise, ID
Metlife Securities Inc.
1/25/2012 – 3/3/2015Bellevue, WA
Charles Schwab & Co., Inc.
10/7/2011 – 1/9/2012Seattle, WA
Conover Securities Corporation
7/1/2010 – 9/19/2011Bellevue, WA
MOSS Adams Wealth Advisors LLC
8/21/2007 – 4/21/2009Seattle, WA
Abacus Securities Corp.
1/8/2007 – 8/10/2007Kirkland, WA
Citigroup Global Markets Inc.
7/3/2001 – 1/9/2007Bellevue, WA

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. Waddell & REED, Inc
    Feb 2015 – Nov 2019Boise, ID
  2. Massmutual LIFE Insurance Company
    Nov 2016 – Jun 2019Meridian, ID
  3. MML Investors Services,llc
    Dec 2016 – Jun 2019Meridian, ID
  4. Ameritas Investment Corp
    Jul 2019 – Dec 2019Lincoln, NE
  5. Ameritas LIFE Insurance Corp
    Jun 2019 – Feb 2021Lincoln, NE
  6. GEM State Financial Group
    Jun 2019 – Feb 2021Boise, ID
  7. LPL Financial LLC
    Feb 2021 – May 2022Kalispell, MT
  8. First Interstate BANK
    Feb 2021 – May 2022Kalispell, MT
  9. Mercer Global Advisors Inc.
    May 2022 – Apr 2025Boise, ID
  10. Key Investment Services, LLC
    Sep 2025 – no end date reportedBrooklyn, OH
  11. Unemployed
    Apr 2025 – Sep 2025Boise, ID

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

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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 Keith Riffe 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 Keith Riffe (KEY Investment Services) | AdvisorFinder