Matthew Douglas Mainwaring
Investment adviser representative at Key Financial, Inc.
22 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
22 years in the industry.
- Osaic Wealth, Inc.Nov 2021 to now
- Key Financial, Inc.Jun 2021 to now
- Scott Honda of West ChesterMay 2019 to Aug 2020
- College Hunks Hauling Junk and MovingMay 2018 to Aug 2018
- Pennsylvania State UniversityJun 2017 to May 2021
- Unionville School DistrictAug 2004 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7393770
- Firm CRD
- 116240