KEY FINANCIAL, INC.
CRD #116240 SEC #801-107742 WEST CHESTER, PA 610-429-9050
SEC Registered
Total AUM
$2.5B
Discretionary
$2.2B
Employees
35
Clients
--
Accounts
4,622
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVERETT, RICHARD, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| FUHRMAN, ERIC, RYAN | I | CHIEF PLANNING OFFICER | NA | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | PRESIDENT, CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
| BRENNAN, PATRICIA, CLARK | I | CEO AND CCO | E | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (21)
CA CT DE FL GA IL LA MA MD NC NE NH NJ NY OH PA SC TX VA VI WA
Address
1045A ANDREW DRIVEWEST CHESTER, PA 19380
United States
Phone: 610-429-9050