Best Investors Account Sign in
Inactive

Connor Joseph Knox

Brandywine Oak Private Wealth LLC

Kennett Square, PA

CRD 7827193

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
PA RA APPROVED 2025-03-20
TX RA APPROVED 2025-03-20
  • PA RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

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
Corient Services Llc Miami FL 10/2023 12/2024
Riskalyze Auburn CA 12/2021 09/2023
Envestnet Berwyn PA 01/2017 12/2021
Sei Oaks PA 11/2015 01/2017
Brandywine Oak Private Wealth Llc Kennett Square PA 01/2025 02/2025
Brandywine Oak Private Wealth Llc Kennett Square PA 01/2025 Present
Previous Registrations
  • 2023-10-27 → 2024-12-31
    Corient
    Wayne, PA
    Miami, FL
Designations
  • Certified Financial Planner

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