SM
Steve Maconi
from Brandywine Oak Private Wealth LLC
Steve Maconi is a financial advisor based in Pennsylvania, Kennett Square,
with 42 years of experience. Steve currently works for
Brandywine Oak Private Wealth LLC.
Steve maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steve Maconi works at Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC is a financial advisory firm based in Kennett Square, Pennsylvania. It currently has approximately $1,183,628,982 of assets under management and employs about 12 people. Brandywine Oak Private Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
32 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
500 Old Forge Lane, Suite 501, Kennett Square, Pennsylvania, 19348
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