RC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
168 clients
Average Client Portfolio
$592K average
Assets Under Management
$99.4M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the firm's main brochure for fee details.
Areas of Practice
Insurance PlanningTax Planning
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Advisor Information
Office location
1777 Sentry Parkway West, Suite 205, Merion Towle Bldg., Blue Bell, PA, 19422
Get directionsRegulatory History (1)
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Regulatory
December 2017Final
Employment History
Current Registrations
Brandywine Financial Group, INC.
November 2003 - Present · 22 yrs 2 mos
Previous Registrations
Osaic Wealth, INC. Broker
October 2024 - November 2024 · 1 mo
American Portfolios Advisors, INC
May 2004 - December 2012 · 8 yrs 7 mos
American Portfolios Financial Services, INC.Broker
April 2004 - October 2024 · 20 yrs 6 mos
The Ambrose Financial Group, INC.
November 2001 - June 2004 · 2 yrs 7 mos
Royal Alliance Associates, INC. Broker
September 2001 - April 2004 · 2 yrs 7 mos
Linsco/private Ledger CORP. Broker
November 1997 - October 2001 · 3 yrs 11 mos
American Express Financial Advisors INC. Broker
January 1997 - November 1997 · 10 mos
Ids Life Insurance CompanyBroker
January 1997 - November 1997 · 10 mos
State Registrations7 states
DEFLMDNJPATNTX
Advisor
Exams
No exam information available for this advisor.