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CK

Connor J. Knox

BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square, PA 19348
Some features on this profile are disabled
CRD#: 7827193
CK

Professional summary

Connor Joseph Knox is a registered financial advisor currently at BRANDYWINE OAK PRIVATE WEALTH LLC located in Kennett Square, Pennsylvania.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Connor has worked at 2 firms .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Joseph Knox'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

March 20, 2025 - 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

October 27, 2023 - December 31, 2024

CORIENT

RIA
CRD#: 319448
Wayne, 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".
BO
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
(3/20/2025)
IAR
Texas
(3/20/2025)

Exams

Current Firm

BO
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
13

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,759
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.

Company Information

BRANDYWINE OAK PRIVATE WEALTH LLC

CRD#: 297021Kennett Square, PA 19348

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