Michael James Henley

Current Employers

Employment History

• 07/2007 → 07/2018
  Bank Of America/Merrill Lynch
  Wilmington, DE
• 07/2018 → 10/2018
  Wyeth Private Wealth, Llc
  Chadds Ford, PA
• 07/2018 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2018 → Present
  Brandywine Oak Private Wealth
  Kennett Square, PA

Previous Registrations

• 2010-06-07 → 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. RIA. Advisor. 07/2018. 160 hrs/mo. 7 during trading hours. Provide financial planning and investment advice to individuals and families. 2. Fixed Annuity Business. Investment Related. 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. Fixed Annuity Business. Agent. 07/27/2018. 160 hours per month. 7 during trading hours. Providing financial planning and investment advice to families and individuals. 3. Brandywine Oak Private Tax Advisory. Not investment related. 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. Owner / CEO; start date: August 2021; Approximate number of hours devoted to this business: Less than 10 hours per month; zero hours during securities trading hours; I provide general operational support, introduction of tax practice to clients, continued collaboration with tax professionals. 4. Michael J. Henley serves as a trust protector for certain trust relationships, some of which are clients of BOPW. In this capacity Mr. Henley oversees the appointed trustees' actions while preserving the best interest of the trust beneficiaries. Mr. Henley cannot appoint himself as trustee and has no ability to access client funds or securities. Mr. Henley is compensated for the role of trust protector and spends a non-material amount of time in this capacity. Mr. Henley is a fiduciary and will always act in the best interest of our clients. 5. Board Member for the United Way of Southern Chester County. 6. Abdominal Cancers Alliance - Board Member; Not Investment Related; 10 E Lee St. #1901 Baltimore MD 21202; Description: Abdominal Cancers Alliance is an initiative of Partners for Cancer Care and Prevention, a 501(c)(3) nonprofit organization; Start date: 2025-08-11; 0 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Contact person: Bo Platz / Dr. Armando Sardi; Website address: https://www.abdominalcancers.org/.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Designations

Other Names

• Michael Henley
• Michael J Henley