MD
Michael J. Deo
BRANDYWINE FINANCIAL GROUP
BLUE BELL, PA 19422
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CRD#: 4446853
MD
Professional summary
Michael Joseph Deo is a registered financial advisor currently at BRANDYWINE FINANCIAL GROUP, INC. located in Blue Bell, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 65, SIE and Series 6 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.) BKC, CPAs, PC IS AN ACCOUNTING PRACTICE AND IS NOT A SECURITIES RELATED ACTIVITY. THEIR OFFICE HOURS ARE 9-5 PM. MONDAY THROUGH FRIDAY ALL YEAR LONG. MICHAEL DEO IS CERTIFIED PUBLIC ACCOUNTANT (CPA) & PARTNER IN THE PRACTICE. THIS OFFICE COMPLETES TAX RETURNS, PREPARATION OF INCOME TAX STATEMENTS, BALANCE SHEETS, CASH FLOW ANALYSIS & TAX PLANNING, ETC. ALSO DOES BUSINESS CONSULTANTING WHERE HE REVIEWS COMPANY BOOKS & RECORDS, WORKS WITH BUSINESS OWNERS ON PLANS, NOT SECURITIES RELATED, START DATE = 2013, 10 HRS./MO., 10 HRS./MO./MKT. HRS. 2.) MICHAEL DEO, TRUSTEE OF THE PETER & MARY BATEY IRREVOCABLE TRUST. 0% OWNERSHIP. NOT SECURITIES RELATED. START DATE 4/1/2015. 2 HOURS DEVOTED PER YEAR.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Deo's 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®
NoneExperience
Current
June 10, 2013 - Present
BRANDYWINE FINANCIAL GROUP, INC.
Office #1: 1777 Sentry Parkway West Suite 205, Merion Towle Bldg., Blue Bell, PA 19422RIA
CRD#: 127344
BLUE BELL, PA
Past
October 11, 2024 - October 31, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
Sarasota, FL
Past
April 6, 2004 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Sarasota, FL
Past
November 23, 2001 - May 6, 2004
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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".
BF
BRANDYWINE FINANCIAL GROUP, INC.
BRANDYWINE FINANCIAL GROUP | BRANDYWINE FINANCIAL GROUP, INC.
CRD#: 127344 / SEC#: 801-120393
RIA
Registered Investment Advisory firm - (2/26/2021 Approved)Delaware
Registered Investment Advisory firm - (3/3/2022 Terminated)Florida
Registered Investment Advisory firm - (3/2/2022 Terminated)Louisiana
Registered Investment Advisory firm - (2/3/2017 Terminated)Maryland
Registered Investment Advisory firm - (3/3/2022 Terminated)New Jersey
Registered Investment Advisory firm - (3/31/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/2/2022 Terminated)Texas
Registered Investment Advisory firm - (3/2/2022 Terminated)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
New Jersey(6/10/2013)
IAR
Pennsylvania(6/10/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BF
BRANDYWINE FINANCIAL GROUP, INC.
BRANDYWINE FINANCIAL GROUP | BRANDYWINE FINANCIAL GROUP, INC.
CRD#: 127344 / SEC#: 801-120393
RIA
Registered Investment Advisory firm - (2/26/2021 Approved)Delaware
Registered Investment Advisory firm - (3/3/2022 Terminated)Florida
Registered Investment Advisory firm - (3/2/2022 Terminated)Louisiana
Registered Investment Advisory firm - (2/3/2017 Terminated)Maryland
Registered Investment Advisory firm - (3/3/2022 Terminated)New Jersey
Registered Investment Advisory firm - (3/31/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/2/2022 Terminated)Texas
Registered Investment Advisory firm - (3/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Thompsons Station, TN
Mailing Address
Phone number
(610) 828-1155
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 437 |
| AUM (Assets Under Management) | $ 99,381,696 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
