Spencer Paul Peet
Investment adviser representative at Key Financial, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Osaic Wealth, Inc.Aug 2021 to now
- Key Financial, Inc.Jun 2021 to now
- Tristate Financial AdvisorsJul 2020 to May 2021
- Fortegra Financial CorporationJun 2019 to Jul 2020
- University of DelawareJun 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7286850
- Firm CRD
- 116240