Best Investors Account Sign in
Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-10
  • PA RA
    APPROVED
    Since 2025-02-10

Branch Locations

77 W. Court St., Doylestown, PA 18901 • 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
M&T Bank Horsham PA 12/2006 06/2018
M & T Securities Buffalo NY 04/2009 06/2018
Truist Advisory Services, Inc. King Of Prussia PA 07/2021 01/2025
Bb&T Wealth King Of Prussia PA 06/2018 07/2021
Bryn Mawr Capital Managment 1818 Market Street PA 02/2025 Present
  • 12/2006 → 06/2018
    M&T Bank
    Horsham, PA
  • 04/2009 → 06/2018
    M & T Securities
    Buffalo, NY
  • 07/2021 → 01/2025
    King Of Prussia, PA
  • 06/2018 → 07/2021
    Bb&T Wealth
    King Of Prussia, PA
  • 02/2025 → Present
    Bryn Mawr Capital Managment
    1818 Market Street, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-12
S63 Uniform Securities Agent State Law Examination 1997-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-10-12
  • S63 Uniform Securities Agent State Law Examination
    1997-08-27
Other Names
  • Jim Fisher

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Doylestown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor