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Dionna Maria Poluch

Brandywine OAK Private Wealth LLC

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About Dionna Maria Poluch

Dionna Maria Poluch is a financial advisor with Brandywine Oak Private Wealth LLC in Kennett Square, PA. Dionna has been in the financial services industry since 2018, working with clients at J.P. Morgan Securities LLC in Boston, MA before joining Brandywine Oak. Dionna holds Series 7TO, SIE, and Series 63 licenses. She is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management, and selection of other advisors for individual and business clients.

Firm Information

Dionna Poluch is currently registered with Brandywine OAK Private Wealth LLC. Brandywine OAK Private Wealth LLC is a registered investment advisor based in Kennett Square, PA. The firm provides financial planning, portfolio management for individuals and businesses, and other advisory services. Brandywine OAK has over $1.2 billion in regulatory assets under management and serves a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth.
Brandywine OAK Private Wealth LLC

500 OLD FORGE LANE

KENNETT SQUARE, PA 19348

$1.25B

Assets Under Management

Not reported

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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.

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fixed fees

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

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percentage of assets

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

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Dionna Poluch’s Registration & Firm History

PA

03/27/2024 - Present

Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)

MA

11/20/2018 - 06/11/2022

J.P. MORGAN SECURITIES LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 01/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dionna Maria Poluch.
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