Brittany Sara Kalsky

Employer firm

Brandywine Oak Private Wealth LLC CRD 297021

$1.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 07/2018 → 10/2018
  Wyeth Private Wealth, Llc
  Chadds Ford, PA
• 07/2018 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 10/2018 → Present
  Brandywine Oak Private Wealth
  Kennett Square, PA

Previous Registrations

• 2015-10-21 → 2018-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE

Other Businesses

1. Brandywine Oak Private Wealth-Investment related-500 Old Forge Lane, Suite 501, Kennett Square, PA 19348-Registered Investment Advisor-Private Wealth Manager/CCO-7/27/2018-160 hrs/mth-7 during trading hrs-Compliance officer, manage client relationships.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-15

Designations

• Certified Financial Planner