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Chief Investment Officer · Key Financial, Inc.

Richard B. Everett

CRD 5254694 · 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 Richard B. Everett on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Key Financial, Inc.Chief Investment OfficerWealth manager · West Chester, PA · $2.8B in regulatory assets

AtlasMembers

Richard’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.