Best Investors Account Sign in
Inactive

Peter C Kim

Brandywine Oak Private Wealth LLC

Kennett Square, PA

CRD 4924502

Claim This Profile
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:

Current Employers
Brandywine Oak Private Wealth Llc

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-04
PA RA APPROVED 2022-06-23
  • TX RA
    APPROVED
    Since 2024-01-04
  • PA RA
    APPROVED
    Since 2022-06-23

Branch Locations

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brandywine Oak Private Wealth Llc Kennett Square PA 06/2022 Present
Goldman Sachs Boca Raton FL 06/2014 05/2022
Previous Registrations
Other Businesses

1. Board of Trustees and the Treasurer for the Chester Springs Library

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-05
S66 Uniform Combined State Law Examination 2005-09-14
  • S65 Uniform Investment Adviser Law Examination
    2016-12-05
  • S66 Uniform Combined State Law Examination
    2005-09-14
Designations
  • Chartered Financial Analyst
Other Names
  • Peter Christopher Kim

View on SEC IAPD

More in Kennett Square, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor