BD
Bronwyn V. Dewey
CONESTOGA CAPITAL ADVISORS
Wayne, PA 19087
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CRD#: 6847938
BD
Professional summary
Bronwyn Verre Dewey, CFP®, who also goes by Verre Bronwyn Dewey, is a registered financial advisor currently at CONESTOGA CAPITAL ADVISORS, LLC located in Wayne, Pennsylvania and FORESIDE FUND SERVICES, LLC located in Wayne, Pennsylvania.
Bronwyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Bronwyn has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Verre Bronwyn Dewey
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) Conestoga Capital Advisors, LLC; Investment Related; Wayne, PA; Advisor Relations; Start 01/2022; 160 hours per month 2) The Saturday Club; Not Investment Related; Volunteer manager at local charity events; Wayne, PA; 9/2024; Community Outreach Chair; Organize and fundraise for the local 5K turkey trot and organize events; 8 Hrs./Mo.
CRS (Client Relationship Summary) - RIA
Click below to view Bronwyn Verre Dewey'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®
Experience
Current
January 21, 2022 - Present
CONESTOGA CAPITAL ADVISORS, LLC
Office #1: Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087RIA
CRD#: 111750
Wayne, PA
Current
February 2, 2022 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 550 E. Swedesford Road Suite 120, Wayne, PA 19087BD
CRD#: 46106
Wayne, PA
Past
December 13, 2019 - January 3, 2022
GREAT VALLEY ADVISOR GROUP, LLC
RIA
CRD#: 123913
Paoli, PA
Past
May 15, 2018 - January 13, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
PAOLI, PA
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".
CC
CONESTOGA CAPITAL ADVISORS, LLC
CONESTOGA CAPITAL ADVISORS, LLC | GRATITUDE INVESTMENT ADVISORS
CRD#: 111750 / SEC#: 801-60133
RIA
Registered Investment Advisory firm - (4/18/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/2/2022)
RR
Alaska(2/2/2022)
RR
Arizona(2/2/2022)
RR
Arkansas(2/2/2022)
RR
California(2/2/2022)
RR
Colorado(2/2/2022)
RR
Connecticut(2/2/2022)
RR
Delaware(2/2/2022)
RR
District of Columbia(1/3/2023)
RR
Florida(2/2/2022)
RR
Georgia(2/2/2022)
RR
Hawaii(2/2/2022)
RR
Idaho(2/2/2022)
RR
Illinois(2/2/2022)
RR
Indiana(2/2/2022)
RR
Iowa(2/2/2022)
RR
Kansas(2/2/2022)
RR
Kentucky(2/2/2022)
RR
Louisiana(2/2/2022)
RR
Maine(2/2/2022)
RR
Maryland(2/2/2022)
RR
Massachusetts(2/2/2022)
RR
Michigan(2/2/2022)
RR
Minnesota(2/2/2022)
RR
Mississippi(2/2/2022)
RR
Missouri(2/2/2022)
RR
Montana(2/3/2022)
RR
Nebraska(2/2/2022)
RR
Nevada(2/2/2022)
RR
New Hampshire(2/2/2022)
RR
New Jersey(2/2/2022)
RR
New Mexico(2/2/2022)
RR
New York(2/2/2022)
RR
North Carolina(2/2/2022)
RR
North Dakota(2/2/2022)
RR
Ohio(2/2/2022)
RR
Oklahoma(2/2/2022)
RR
Oregon(2/2/2022)
IAR
Pennsylvania(1/21/2022)
RR
Pennsylvania(2/2/2022)
RR
Puerto Rico(1/3/2023)
RR
Rhode Island(2/2/2022)
RR
South Carolina(2/2/2022)
RR
South Dakota(2/2/2022)
RR
Tennessee(2/2/2022)
IAR
Texas(1/21/2022)
RR
Texas(2/2/2022)
RR
Utah(2/2/2022)
RR
Vermont(2/2/2022)
RR
Virgin Islands(2/2/2022)
RR
Virginia(2/2/2022)
RR
Washington(2/2/2022)
RR
West Virginia(2/2/2022)
RR
Wisconsin(2/2/2022)
RR
Wyoming(2/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CONESTOGA CAPITAL ADVISORS, LLC
CONESTOGA CAPITAL ADVISORS, LLC | GRATITUDE INVESTMENT ADVISORS
CRD#: 111750 / SEC#: 801-60133
RIA
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Contact information
Main Address
Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
Mailing Address
Phone number
(484) 654-1380
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 8,756,199,619 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2023 |
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.
