AdFi
RJ

Ryan James Petry

Investment Adviser Representative at KEY Investment Services LLC

Westminster, COCRD #5021785Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
9

Professional summary

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

Ryan James Petry is an investment adviser representative with KEY Investment Services LLC in Westminster, CO, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 8 firms, including Corda Investment Management, LLC and Zenith Investment Management, LLC. They have passed 8 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 Colorado.

Office

14412 Orchard Parkway
Westminster, CO 80023

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:
Colorado
Broker:
7 states and territories

Arizona, California, Colorado, Florida, Hawaii, Washington, Wisconsin

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/15/2024
Series 66
Uniform Combined State Law Examination
Passed 12/12/2007
Series 82
Limited Representative-Private Securities Offerings
Passed 11/4/2024
Series 7
General Securities Representative Examination
Passed 9/6/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/25/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/29/2005
Series 24
General Securities Principal Examination
Passed 9/6/2022
Series 4
Registered Options Principal Examination
Passed 9/6/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KEY Investment Services LLCCurrent
11/4/2024 – Westminster, CO
Corda Investment Management, LLC
3/21/2022 – 8/13/2024Broomfield, CO
Zenith Investment Management, LLC
3/13/2021 – 3/14/2022Arvada, CO
TD Ameritrade, Inc.
3/8/2018 – 2/9/2021Denver, CO
TD Ameritrade Investment Management, LLC
2/26/2018 – 2/9/2021Denver, CO
Scottrade Investment Management
11/30/2016 – 2/26/2018Saint Louis, MO
Amerivest Investment Management, LLC
12/11/2009 – 5/5/2014Denver, CO
TD Ameritrade, Inc.
12/11/2009 – 5/5/2014Denver, CO
Charles Schwab & Co., Inc.
12/13/2007 – 11/20/2009Schaumburg, IL

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. Scottrade
    May 2014 – Feb 2018Reno, NV
  2. TD Ameritrade, Inc.
    Feb 2018 – Feb 2021Reno, NV
  3. TD Ameritrade Investment Management, LLC
    Feb 2018 – Feb 2021Omaha, NE
  4. Zenith Investment Management LLC
    Feb 2021 – Mar 2022Arvado, CO
  5. CORDA Investment Management, LLC
    Mar 2022 – Aug 2024Houston, TX
  6. Key Investment Services, LLC
    Oct 2024 – no end date reportedWestminster, CO

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

Similar advisors in Westminster, CO

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. Ryan James Petry 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
Ryan James Petry (KEY Investment Services) - Advisor Profile