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Steve Michael MacOni

Brandywine OAK Private Wealth LLC

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About Steve Michael MacOni

Steve Michael MacOni is an investment advisor representative with Brandywine OAK Private Wealth LLC in Kennett Square, PA. Steve has been in the industry since January 1983. Steve has experience working with high-net-worth individuals and individuals other than high-net-worth. Steve is also an agent for fixed insurance and annuities. Steve holds Series 63, Series 7, and SIE licenses.

Firm Information

Steve MacOni 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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Steve MacOni’s Registration & Firm History

PA

07/27/2018 - Present

Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)

PA

08/31/2018 - 06/10/2022

PURSHE KAPLAN STERLING INVESTMENTS (Kennett Square PA)

DE

01/19/1983 - 07/31/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)

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Licenses & Designations

BC

Issued 12/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Steve Michael MacOni. Review regulatory record here.
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