Key Financial, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 116240
- SEC number
- 801-107742
- Firm type
- RIA
- Assets under management
- $2.8B as of Mar 23, 2026
- Website
- www.keyfinancialinc.com ↗
- Phone
- 610-429-9050
- Address
- 1045a Andrew Drive, West Chester, PA, 19380
Advisors at this firm
10 in our index · page 1 of 1
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Samuel David BaezCRD 5726041 · West Chester, PAIA RegisteredBroker
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Thomas Joseph BelisariCRD 1061290 · Exton, PAIA RegisteredBroker
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Michael Patrick BrennanCRD 6135449 · West Chester, PAIA RegisteredBrokerDisclosure event(s) on record
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Patricia Clark BrennanCRD 1454607 · West Chester, PAIA RegisteredBroker
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Richard Bradley EverettCRD 5254694 · West Chester, PAIA RegisteredBroker
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Eric Ryan FuhrmanCRD 4437818 · West Chester, PAIA RegisteredBroker
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Diane L KrainikCRD 6628363 · West Chester, PAIA Registered
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Matthew Douglas MainwaringCRD 7393770 · West Chester, PAIA RegisteredBroker
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Elizabeth Jane MillerCRD 2399228 · West Chester, PAIA RegisteredBroker
-
Spencer Paul PeetCRD 7286850 · West Chester, PAIA RegisteredBroker
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 116240 ↗
FINRA BrokerCheck record for firm CRD 116240 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.