Patricia Clark Brennan
Investment adviser representative at Key Financial, Inc.
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
41 years in the industry.
- Patti BrennanNov 2024 to now
- Osaic Wealth, Inc.Apr 1997 to now
- Key Financial, Inc.Jan 1990 to now
- Patricia BrennanSep 1985 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Key Financial, Inc.
$2.8BAssets managed
1,418Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454607
- Firm CRD
- 116240