Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC (CRD# 297021) is a financial advisory firm headquartered in Kennett Square, PA. They manage $1,253,355,598 in 2,679 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,253MILLION
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Total Number of Accounts2,679ACCOUNTS
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Average Account Value$467,845
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Alison Dorsman (CRD# 4906461) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 17 years of experience in the finance industry.
Michael Henley (CRD# 5768690) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 13 years of experience in the finance industry.
Mark Jackson (CRD# 5070165) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 16 years of experience in the finance industry.
Brittany Kalsky (CRD# 6461964) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 8 years of experience in the finance industry.
Steve Maconi (CRD# 1078760) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 41 years of experience in the finance industry.
Tracy McGuire (CRD# 2084657) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 33 years of experience in the finance industry.
Lisa Quadrini (CRD# 2200508) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kiawah Island, SC and has over 25 years of experience in the finance industry.
Dionna Poluch (CRD# 7031562) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 5 years of experience in the finance industry.