Invested Better
Unclaimed

Unclaimed

Unclaimed

Bronwyn Verre Dewey

Conestoga Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bronwyn? Claim Your Profile

About Bronwyn Verre Dewey

Bronwyn Dewey is an investment advisor representative with Conestoga Capital Advisors, LLC. Bronwyn is also registered as an investment advisor in the states of Pennsylvania and Texas. Prior to joining Conestoga Capital Advisors, Bronwyn was a registered representative with LPL Financial LLC. Bronwyn has been in the industry for over 4 years, having started in 2018. Bronwyn holds Series 7 and Series 66 licenses.

Firm Information

Bronwyn Dewey is currently registered with Conestoga Capital Advisors, LLC. Conestoga Capital Advisors, LLC is an investment advisor located in WAYNE, PA. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. The firm manages approximately $8.8 billion in assets.
Conestoga Capital Advisors, LLC

CROSSPOINT AT VALLEY FORGE

WAYNE, PA 19087

$8.76B

Assets Under Management

26

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bronwyn Dewey’s Registration & Firm History

PA

01/21/2022 - Present

Conestoga Capital Advisors, LLC (WAYNE PA)

PA

05/15/2018 - 01/13/2022

LPL FINANCIAL LLC (PAOLI PA)

Not sure if Bronwyn Verre Dewey is right for you?

Licenses & Designations

BOTH

Issued 08/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bronwyn Verre Dewey.
Not sure if Bronwyn Verre Dewey is right for you?