MD
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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2015Other Business Activities
Michael is a Certified Public Accountant (CPA) and partner at BKC, CPAs, PC, an accounting practice, dedicating a few hours per week. He is also a trustee of the Peter & Mary Batey Irrevocable Trust, spending minimal time on this activity.
Employment History
Current Registrations
Brandywine Financial Group, INC.
June 2013 - Present · 12 yrs 7 mos
Previous Registrations
Osaic Wealth, INC. Broker
October 2024 - October 2024 · 0 mos
American Portfolios Financial Services, INC.Broker
April 2004 - October 2024 · 20 yrs 6 mos
Royal Alliance Associates, INC. Broker
November 2001 - May 2004 · 2 yrs 6 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.