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Brian Amend

Chief Operating Officer at Keystate Advisory

Investment adviser registration

Brian Amend is Chief Operating Officer of Keystate Advisory, LLC, a Las Vegas investment adviser managing $16.6B. Brian Amend has been registered as an investment adviser representative through Keystate Advisory since 18 January 2019, has 8 years in the industry across 1 firm and has passed the Series 65.

8
Years in industry
7
Years at firm
1
Adviser firms
2
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Brian Amend has been Chief Operating Officer of Keystate Advisory since March 2025. Brian Amend is a control person of the firm and directly owns under 5% of it. Brian Amend holds a BS in Business Administration-Finance from the University of Nevada from Las Vegas and an MBA from the Kogod School of Business at American University.

Keystate Advisory, LLC is a Las Vegas, NV firm with $16.6B under management, 80 clients and 8 advisers across 2 offices, as of its March 2026 filing.

Brian Amend joined KeyState in 2016 after senior leadership roles in government and business, including Amazon and DynCorp International.

  1. – present · 7 years
    , · Adviser representative · Firm CRD 156226
  2. – · under a year
    Wilmington, DE · Adviser representative · Firm CRD 156226

Credentials and registrations

Investment adviser representative registrations

Delaware18 January 2019
Status
Approved
Nevada31 March 2022
Status
Approved

Examinations

Series 6520 January 2018
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Brian James Amend
CRD
6913613

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Brian Amend work?

Brian Amend has been Chief Operating Officer of Keystate Advisory, LLC since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 March 2026

Is Brian Amend a financial advisor?

Yes. Brian Amend has a current investment-adviser registration in Delaware and Nevada, through Keystate Advisory since January 2019.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Brian Amend have?

Brian Amend has 8 years in the financial industry, since March 2018, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Brian Amend passed?

Brian Amend passed the Series 65 in January 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Keystate Advisory

Sources

  1. IAPD individual record, CRD 6913613. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Keystate Advisory, LLC, filed 24 March 2026. Title, control and ownership bands.
  3. Keystate Advisory team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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