Key Financial, Inc.

Key Financial, Inc. (CRD# 116240) is a financial advisory firm headquartered in West Chester, PA. They manage $1,874,023,734 in 3,955 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,874
    MILLION
  • Total Number of Accounts
    3,955
    ACCOUNTS
  • Average Account Value
    $473,837
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Key Financial, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Samuel D. Baez
CRD#: 5726041
1560 Mcdaniel Drive, West Chester, PA 19380

Samuel Baez (CRD# 5726041) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 12 years of experience in the finance industry. Samuel Baez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas J. Belisari
CRD#: 1061290
1560 Mcdaniel Drive, West Chester, PA 19380

Thomas Belisari (CRD# 1061290) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 39 years of experience in the finance industry. Thomas Belisari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patricia C. Brennan
CRD#: 1454607
1045a Andrew Drive, West Chester, PA 19380

Patricia Brennan (CRD# 1454607) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 36 years of experience in the finance industry. Patricia Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard B. Everett
CRD#: 5254694
1045a Andrew Drive, West Chester, PA 19380

Richard Everett (CRD# 5254694) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 14 years of experience in the finance industry. Richard Everett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Eric R. Fuhrman
CRD#: 4437818
West Chester, PA

Eric Fuhrman (CRD# 4437818) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 11 years of experience in the finance industry. Eric Fuhrman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael P. Brennan
CRD#: 6135449
1045a Andrew Drive, West Chester, PA 19380

Michael Brennan (CRD# 6135449) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 8 years of experience in the finance industry.

7
Diane L. Krainik
CRD#: 6628363
1045a Andrew Drive, West Chester, PA 19380

Diane Krainik (CRD# 6628363) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has 1 year of experience in the finance industry. Diane Krainik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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