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Michael Joseph Deo

Brandywine Financial Group, Inc.

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About Michael Joseph Deo

Michael Deo is a financial advisor who has been in the industry since 2001. Michael is a certified public accountant and holds both Series 6 and Series 65 licenses. Michael's background in accounting and financial services has made him a valuable asset to Brandywine Financial Group, Inc., where he has been a registered investment advisor representative since 2013. Michael provides financial planning, portfolio management for individuals, and educational seminars to clients. Michael's clients include high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Michael Deo is currently registered with Brandywine Financial Group, Inc.. Brandywine Financial Group, Inc. is an independent financial advisory firm based in . With over 437 clients, the firm manages approximately $99.4 million in assets. Brandywine Financial Group, Inc. provides a range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. They are registered with the SEC and have 2 licensed agents and 2 investment advisor representatives.

$99.38M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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referral/solicitation

Referral/solicitation

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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Michael Deo’s Registration & Firm History

PA

06/10/2013 - Present

Brandywine Financial Group, Inc. (BLUE BELL PA)

AZ

11/23/2001 - 05/06/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 06/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Joseph Deo. Review regulatory record here.
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