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Patricia Clark Brennan

KEY FINANCIAL, INC.·WEST CHESTER, Pennsylvania
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record29 years registeredKEY FINANCIAL, INC.
1045A ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 1454607Firm CRD# 116240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Clark Brennan · WEST CHESTER, PA
Registration
CRD #1454607 · KEY FINANCIAL, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

KEY FINANCIAL, INC.
Jul 1997 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Apr 2005 – Sep 2011
EXTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · July 22, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEY FINANCIAL, INC.
CRD 116240 · SEC 801-107742
AUM
$2.2B
Regulatory assets under management
Employees
29
4,427 client accounts
Services offered by KEY FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KEY FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Patricia Clark Brennan offer?
Patricia Clark Brennan specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Patricia Clark Brennan's credentials?
Patricia Clark Brennan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Patricia Clark Brennan located?
Patricia Clark Brennan is based in WEST CHESTER, Pennsylvania, working with KEY FINANCIAL, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Patricia Clark Brennan charge for services?
Patricia Clark Brennan's firm is compensated through percentage of aum, subscription fees, commissions, other: financial planning retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEY FINANCIAL, INC.?
KEY FINANCIAL, INC. has approximately 29 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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