Financial ADVSR advisor directory · SEC adviser records
Brandywine Oak Private Wealth LLC financial advisors in Kennett Square, PA
Every SEC-registered investment adviser representative at a Brandywine Oak Private Wealth LLC office in Kennett Square, A to Z.
9 registered advisors work at Brandywine Oak Private Wealth LLC in Kennett Square, out of 10 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Brandywine Oak Private Wealth LLC advisors in Kennett Square, A to Z
Every Brandywine Oak Private Wealth LLC advisor →- Alison C. DorsmanCertified Financial Planner
- Michael J. HenleyCertified Financial Planner
- Mark R. JacksonCertified Financial Planner
- Brittany S. KalskyCertified Financial Planner
- Peter C. KimChartered Financial Analyst
- Connor J. KnoxCertified Financial Planner
- Steve M. MaconiInvestment adviser rep
- Tracy B. McGuireCertified Financial Planner
- Dionna M. PoluchCertified Financial Planner
Brandywine Oak Private Wealth LLC advisors in every city and state →Brandywine Oak Private Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Brandywine Oak Private Wealth LLC advisors in other cities
Other firms in Kennett Square
All Kennett Square advisors →LPL Financial LLC 7MML Investors Services, LLC 5Wells Fargo Advisors Financial Network, LLC 5Strategic Advisers LLC 4Capital Analysts 3Holos Integrated Wealth 3Legacy Solutions, LLC 3
Questions
How many financial advisors does Brandywine Oak Private Wealth LLC have in Kennett Square?
9 investment adviser representatives are registered at Brandywine Oak Private Wealth LLC offices in Kennett Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Brandywine Oak Private Wealth LLC one of the largest advisor employers in Kennett Square?
Brandywine Oak Private Wealth LLC ranks number 1 in Kennett Square by registered advisors, ahead of LPL Financial LLC (7).
How do I check a Brandywine Oak Private Wealth LLC advisor in Kennett Square?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Brandywine Oak Private Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.