Steve Michael Maconi

42 Years of Experience

3 DisclosuresSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management

Brandywine Oak Private Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

473 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$1.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2010

Denied

Customer Dispute

May 2005

Denied

Customer Dispute

March 2000

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Steve is an agent selling fixed insurance and annuities since 2018 and provides financial planning advice. This activity takes nearly full-time hours, with a few hours per week during trading hours.

Employment History

Current Registrations

Brandywine Oak Private Wealth LLC

July 2018 - Present · 7 yrs 7 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

August 2018 - June 2022 · 3 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 1986 - July 2018 · 32 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1983 - July 2018 · 35 yrs 6 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.