Steve
Maconi
Brandywine Oak Private Wealth LLC
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About this Advisor
Steve Maconi is a financial advisor based in Kennett Square, Pennsylvania, working with Brandywine Oak Private Wealth LLC. Steve has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Wyeth Private Wealth, LLC, Purshe Kaplan Sterling Investments, and Brandywine Oak Private Wealth. Steve has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Steve is part of Brandywine Oak Private Wealth LLC, which operates out of Kennett Square, Pennsylvania. The firm has 1 office and 13 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Brandywine Oak Private Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brandywine Oak Private Wealth LLC Brokerage Details
$1,253,355,598
13
2,679
$467,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Steve Maconi Work History
Brandywine Oak Private Wealth
Wyeth Private Wealth, LLC
Purshe Kaplan Sterling Investments
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Steve Maconi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brandywine Oak Private Wealth LLC
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
Kiawah Island, SC
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
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