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Alison Christie Dorsman

BRANDYWINE OAK PRIVATE WEALTH LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
500 OLD FORGE LANE, KENNETT SQUARE, PA 19348CRD# 4906461Firm CRD# 297021
01

About

Alison Christie Dorsman is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with BRANDYWINE OAK PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRANDYWINE OAK PRIVATE WEALTH LLC
BRANDYWINE OAK PRIVATE WEALTH LLC
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BRANDYWINE OAK PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4906461
Firm CRD# 297021
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alison Christie Dorsman offer?
Alison Christie Dorsman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Alison Christie Dorsman's credentials?
Alison Christie Dorsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Christie Dorsman located?
Alison Christie Dorsman is based in KENNETT SQUARE, Pennsylvania, working with BRANDYWINE OAK PRIVATE WEALTH LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Alison Christie Dorsman charge for services?
Alison Christie Dorsman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRANDYWINE OAK PRIVATE WEALTH LLC?
BRANDYWINE OAK PRIVATE WEALTH LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENNETT SQUARE
Matthew Todd O'leary — CHATHAM INVESTMENT ADVISORS, LLCDavid James Sweeney — CHATHAM INVESTMENT ADVISORS, LLCMichael Steven Demarco — CHATHAM INVESTMENT ADVISORS, LLCMatthew Paul Henry — UNION SQUARE CAPITAL PARTNERS, LLCJ Michael Bontrager — CHATHAM INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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