Dionna Maria Poluch
Investment adviser representative at Brandywine Oak Private Wealth LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Brandywine Oak Private Wealth LLCJan 2024 to now
- JPMorgan Securities, LLC.Oct 2018 to now
- Domain MoneyMay 2023 to Oct 2023
- Beck Bode, LLCJun 2022 to May 2023
- J.P. Morgan AdvisorsAug 2018 to Jun 2022
- T.O. Epps & Associates, Inc.May 2017 to Sep 2017
- The Crush AgencyJun 2016 to Jun 2018
- Eff.y.beeApr 2016 to Sep 2017
- University of DelawareJan 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Brandywine Oak Private Wealth LLC
$1.6BAssets managed
507Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7031562
- Firm CRD
- 297021