Garrett Cole Spangler

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 05/2024
  Delaware Valley University
  Doylestown, PA
• 08/2009 → 09/2018
  The Erb Law Firm
  Paoli, PA
• 09/2018 → 12/2022
  West Capital Management
  Philadelphia, PA
• 01/2023 → Present
  Bryn Mawr Trust Advisors
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-11