Patricia
Brennan

Key Financial, Inc

CRD#1454607
Investment Advisor
in West Chester, PA

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About this Advisor

Patricia Brennan is a certified financial planner working out of West Chester, Pennsylvania with a total of 26 years of relevant experience. Brennan is on the advisory team at Key Financial, Inc. Their career trajectory has included roles at Royal Alliance Associates, Inc, Key Financial Inc and Patricia Brennan. Brennan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Key Financial, Inc is a business operating out of West Chester, PA. The firm has a total of 32 people on staff. It manages $2 billion in total assets among its 4,248 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 4,248 customer accounts, 34% are associated with high-net-worth clients who have more than $1 million in investable assets. Key Financial, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically vary depending on the type of services. However, fee types charged by Key Financial, Inc may include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1045A Andrew Drive
West Chester, PA 19380

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Key Financial, Inc Brokerage Details

Total Assets Under Management

$1,752,668,690

PA Average: $15,833,994,310
Total Number of Employees

32

PA Average: 41
Total Number of Accounts

4,248

PA Average: 3,342
Average Account Size

$412,587

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Patricia Brennan Work History

Patricia has been registered as a financial advisor for 26 years.*

1997 - Present (27 years)

Royal Alliance Associates, Inc

1990 - Present (34 years)

Key Financial Inc

1985 - Present (39 years)

Patricia Brennan

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patricia Brennan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Key Financial, Inc

Samuel Baez
West Chester, PA
Michael Brennan
West Chester, PA
Eric Fuhrman
West Chester, PA
Richard Everett
West Chester, PA
Diane Krainik
West Chester, PA
Thomas Belisari
West Chester, PA
Patricia Brennan
West Chester, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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