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Patricia Clark Brennan

KEY FINANCIAL, INC.·WEST CHESTER, Pennsylvania
Clean recordKEY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Clark Brennan is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with KEY FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KEY FINANCIAL, INC.
KEY FINANCIAL, INC.
AUM
$2.2B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at KEY FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Other: FINANCIAL PLANNING RETAINER
Regulatory
SEC/IARD CRD# 1454607
Firm CRD# 116240
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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WEST CHESTER, PA
Richard Bradley Everett
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Research
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