Adviser and broker representative · Key Financial, Inc.
Elizabeth J. Miller
CRD 2399228 · West Chester, PA
At a glance
Elizabeth J. Miller is an investment adviser representative with Key Financial, Inc. in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2022, about 4 years ago. Elizabeth is also registered as a broker representative.
Current advisory firm
- Key Financial, Inc.Since April 2022West Chester, PA · $2.8B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Elizabeth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Key Financial, Inc.
- Michael P. BrennanWest Chester · Certified Financial Planner
- Patricia C. BrennanWest Chester · Certified Financial Planner
- Eraldo DajaWest Chester
- Richard B. EverettWest Chester · Certified Financial Planner, Chartered Financial Analyst
- Eric R. FuhrmanWest Chester · Certified Financial Planner
- Matthew D. MainwaringWest Chester · Certified Financial Planner
- Spencer P. PeetWest Chester · Certified Financial Planner
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