Key Financial, Inc.

Overview

Key Financial, Inc. is an SEC registered investment adviser based in West Chester, PA, registered since 2016. It reports $2.8B in assets under management across 4,448 accounts, with 36 employees. It has 8 investment adviser representatives.

Reported AUM

$2.8B

Discretionary

90%

Accounts

4,448

Average account

$638K

Employees

36

Advisory reps

8

Registered since

2016

Jurisdictions

20

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Patricia Clark Brennan Chief Executive Officer, Chief Compliance Officer CRD 1454607
• Eric Ryan Fuhrman Chief Planning Officer CRD 4437818
• Richard Bradley Everett Chief Investment Officer CRD 5254694

Advisory reps 3 of 8

• Michael Patrick Brennan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6135449
• Patricia C Brennan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1454607
• Richard Bradley Everett Registered Rep · Investment Adviser Rep CRD 5254694

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1045 Andrew Dr Ste A
West Chester, PA 19380

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: pattibrennan.com

Every state, with registration dates

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