Steve Michael Maconi

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

Authority	Category	Status	Date
PA	RA	APPROVED	2018-07-30
TX	RA	APPROVED_RES	2018-07-27

PA RA
APPROVED

Since 2018-07-30
TX RA
APPROVED_RES

Since 2018-07-27

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	DE	08/1982	07/2018
Bank Of America, Na	Wilmington	DE	12/2009	07/2018
Wyeth Private Wealth, Llc	Chadds Ford	PA	08/2018	10/2018
Purshe Kaplan Sterling Investments	Albany	NY	08/2018	06/2022
Brandywine Oak Private Wealth	Kennett Square	PA	10/2018	Present

08/1982 → 07/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE
12/2009 → 07/2018

Bank Of America, Na

Wilmington, DE
08/2018 → 10/2018

Wyeth Private Wealth, Llc

Chadds Ford, PA
08/2018 → 06/2022

Purshe Kaplan Sterling Investments

Albany, NY
10/2018 → Present

Brandywine Oak Private Wealth

Kennett Square, PA

Previous Registrations

1986-04-10 → 2018-07-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE

Wilmington, DE

Other Businesses

1) Fixed Insurance and Annuities - Investment related, 500 Old Forge Lane Suite 501 Kennett Square, PA 19348. Fixed annuity business, Agent. Start date 07/2018. 160hrs/mo, 7hrs during trading hours. Providing financial planning advice to families and individuals.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-12-22

S63 Uniform Securities Agent State Law Examination

1982-12-22

View on SEC IAPD