BK
CFP
BK
CFP

Brittany Sara Kalsky

10 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brittany is a Private Wealth Manager/CCO at Brandywine Oak Private Wealth since 2018, dedicating full-time hours to the role. She serves as a compliance officer and manages client relationships.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2018 - December 2023 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - July 2018 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - July 2018 · 2 yrs 11 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.