Unclaimed Profile

Peter C Kim

BRANDYWINE OAK PRIVATE WEALTH LLC·KENNETT SQUARE, Pennsylvania

Series 7, Series 65, Series 66Clean record20 years registeredBRANDYWINE OAK PRIVATE WEALTH LLC

500 OLD FORGE LANE, KENNETT SQUARE, PA 19348CRD# 4924502Firm CRD# 297021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter C Kim · KENNETT SQUARE, PA

Registration

CRD #4924502 · BRANDYWINE OAK PRIVATE WEALTH LLC · 20 years registered

Brand Profile

Not yet started

Career History

BRANDYWINE OAK PRIVATE WEALTH LLC

Jun 2022 – present

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Dec 2016 – May 2022

BOCA RATON, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2005 – Dec 2007

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · September 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRANDYWINE OAK PRIVATE WEALTH LLC

CRD 297021 · SEC 801-113624

AUM

$1.3B

Regulatory assets under management

Employees

2,679 client accounts

Services offered by BRANDYWINE OAK PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRANDYWINE OAK PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Peter C Kim offer?

Peter C Kim specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.

What are Peter C Kim's credentials?

Peter C Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter C Kim located?

Peter C Kim 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 Peter C Kim charge for services?

Peter C Kim'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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