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Paul Cooke Mcclatchy

Bryn Mawr Trust Advisors, LLC

Wilmington, DE

Philadelphia, PA

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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-01-30
  • DE RA
    APPROVED
    Since 2025-01-30

Branch Locations

300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterling Investment Advisors Ltd. Berwyn PA 01/2014 08/2019
Planning Capital Management Paoli PA 09/2019 12/2024
Bryn Mawr Trust Advisors, Llc Wilmington DE 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-18
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S65 Uniform Investment Adviser Law Examination
    1997-11-18
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17
Designations
Other Names
  • Paul Cooke Mcclatchy

View on SEC IAPD

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