CEO and CCO · Key Financial, Inc.
Patricia C. Brennan
CRD 1454607 · Named on Form ADV at one SEC-registered adviser
At a glance
Key Financial, Inc., an SEC-registered wealth manager based in West Chester, PA with $2.8 billion in regulatory assets, lists Patricia C. Brennan on its Form ADV as CEO and CCO, a control person.
Firms and roles
- Key Financial, Inc.CEO and CCOWealth manager · West Chester, PA · $2.8B in regulatory assets
AtlasMembers
Patricia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Eric R. FuhrmanChief Planning Officer, Key Financial, Inc.
- Richard B. EverettChief Investment Officer, Key Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.