Brandywine Financial Group, Inc.

Brandywine Financial Group, Inc. (CRD# 127344) is a financial advisory firm headquartered in Blue Bell, PA. They manage $72,882,369 in 310 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $235,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, LA, NJ, PA, TX

Financial Advisors at Brandywine Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Raymond N. Carota
CRD#: 2784250
1777 Sentry Parkway West, Suite 205, Merion Towle Bldg., Blue Bell, PA 19422
93
Wealthminder
score

Raymond Carota (CRD# 2784250) is an Investment Advisor Representative working at Brandywine Financial Group, Inc. in Blue Bell, PA and has over 21 years of experience in the finance industry.

2
Michael J. Deo
CRD#: 4446853
1777 Sentry Parkway West, Suite 205, Merion Towle Bldg., Blue Bell, PA 19422
77
Wealthminder
score

Michael Deo (CRD# 4446853) is an Investment Advisor Representative working at Brandywine Financial Group, Inc. in Blue Bell, PA and has over 4 years of experience in the finance industry.

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