Steve M. Maconi

BRANDYWINE OAK PRIVATE WEALTH LLC

Kennett Square, PA 19348

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CRD#: 1078760

Professional summary

Steve Michael Maconi is a registered financial advisor currently at BRANDYWINE OAK PRIVATE WEALTH LLC located in Kennett Square, Pennsylvania.

Steve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Steve has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Fixed Insurance and Annuities - Investment related, 500 Old Forge Lane Suite 501 Kennett Square, PA 19348. Fixed annuity business, Agent. Start date 07/2018. 160hrs/mo, 7hrs during trading hours. Providing financial planning advice to families and individuals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steve Michael Maconi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2018 - Present

BRANDYWINE OAK PRIVATE WEALTH LLC

Office #1: 500 Old Forge Lane Suite 501, Kennett Square, PA 19348

RIA

CRD#: 297021

Kennett Square, PA

Past

August 31, 2018 - June 10, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Kennett Square, PA

Past

April 10, 1986 - July 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WILMINGTON, DE

Past

January 19, 1983 - July 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WILMINGTON, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRANDYWINE OAK PRIVATE WEALTH LLC

BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC

CRD#: 297021 / SEC#: 801-113624

RIA

Registered Investment Advisory firm - (7/20/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/30/2018)

IAR

Texas
(7/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/22/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1983

General Securities Representative Examination

Current Firm

BRANDYWINE OAK PRIVATE WEALTH LLC

BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC

CRD#: 297021 / SEC#: 801-113624

RIA

Registered Investment Advisory firm - (7/20/2018 Approved)

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Contact information

Main Address

500 Old Forge Lane Suite 501, Kennett Square, PA 19348

Mailing Address

Phone number

(484) 785-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BRANDYWINE OAK PRIVATE WEALTH LLC (7/22/2025)

Regulatory assets under management

Total Number of Accounts	2,759
AUM (Assets Under Management)	$ 1,405,262,024

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steve M. Maconi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steve Michael Maconi's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANDYWINE OAK PRIVATE WEALTH LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BRANDYWINE OAK PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/1982

SIE

Date: 10/1/2018

Series 7

Date: 1/15/1983

Current Firm

BRANDYWINE OAK PRIVATE WEALTH LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANDYWINE OAK PRIVATE WEALTH LLC

TRUST BUT VERIFY

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