TrueAdvisor
TrueAdvisor
MD
MD

Michael Joseph Deo

Brandywine Financial Group, INC.
24 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Insurance PlanningTax Planning
Brandywine Financial Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
168 clients
Average Client Portfolio
$592K average
Assets Under Management
$99.4M

Location

1777 Sentry Parkway West, Suite 205, Merion Towle Bldg., Blue Bell, PA, 19422

Get directions

History

Regulatory History (1)
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.
Judgment / Lien
April 2015
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a Certified Public Accountant (CPA) and partner at BKC, CPAs, PC, an accounting practice, dedicating a few hours per week. He is also a trustee of the Peter & Mary Batey Irrevocable Trust, spending minimal time on this activity.

Employment History
Current Registrations
Brandywine Financial Group, INC.
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - October 2024 · 0 mos
American Portfolios Financial Services, INC.Broker
April 2004 - October 2024 · 20 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 2001 - May 2004 · 2 yrs 6 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.