Paul Ryan Lorenz
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.
Paul Ryan Lorenz is an investment adviser representative with KEY Investment Services LLC in Bridgeville, PA, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Osaic Institutions, Inc. and Citizens Investment Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
2 states and territories
Louisiana, Pennsylvania
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.
- Citizens SecuritiesApr 2016 – Oct 2020Washington, PA
- Citizens BankApr 2016 – Oct 2020Washington, PA
- Citizens BankOct 2020 – Aug 2021Mcmurray, PA
- Citizens Securities, IncOct 2020 – Aug 2021Westwood, MA
- Citizens Securities, INCAug 2021 – Oct 2021Westwood, MA
- Citizens BankAug 2021 – Oct 2021McMurray, PA
- PNC Private BankOct 2021 – Jun 2023Pittsburgh, PA
- Mid Penn BankJun 2023 – Sep 2024Pittsburgh, PA
- Infinex Investments, Inc.Jun 2023 – Sep 2024Meriden, CT
- Key Investment Services, LLCOct 2024 – Oct 2024Brooklyn, OH
- Key Investment Services, LLCOct 2024 – 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
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Ryan Lorenz 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.
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