Bronwyn
Dewey
Conestoga Capital Advisors, LLC
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About this Advisor
Bronwyn Dewey is a financial advisor based out of Wayne, Pennsylvania with 1 year of relevant experience. Dewey is an employee of Conestoga Capital Advisors, LLC. Dewey has gained experience at The Hill School: The Family Boarding School, Franklin & Marshall College, Great Valley Advisor Group, Inc (Dba: Valor Asset Management), Lpl Financial LLC, Conestoga Capital Advisors, LLC and Foreside Fund Services, LLC. Dewey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Conestoga Capital Advisors, LLC is a company based in Wayne, PA. It handles $6 billion in assets under management across its 269 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 30 charitable organizations. Of its 269 customer accounts, 52% belong to high-net-worth individuals who have more than $1 million in investable assets. Conestoga Capital Advisors, LLC provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely are based on which services are offered. However, fees charged by Conestoga Capital Advisors, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Conestoga Capital Advisors, LLC Brokerage Details
$6,225,839,189
17
269
$23,144,384
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Bronwyn Dewey Work History
Bronwyn has been registered as a financial advisor for 1 years.*
Conestoga Capital Advisors, LLC
Foreside Fund Services, LLC
Great Valley Advisor Group, Inc (Dba: Valor Asset Management)
Lpl Financial LLC
Franklin & Marshall College
The Hill School: The Family Boarding School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bronwyn Dewey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conestoga Capital Advisors, LLC
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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