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Jacquelyn Kerry Blue

Bryn Mawr Trust Advisors, LLC

Rehoboth Beach, DE

Philadelphia, PA

CRD 4625639

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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:

Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-08-08
  • DE RA
    APPROVED
    Since 2023-08-08

Branch Locations

35568 Airport Road, Rehoboth Beach, DE 19971 • 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
Bell Rock Capital, Llc Rehoboth Beach DE 01/2007 08/2023
Bryn Mawr Capital Management, Llc Rehoboth Beach DE 08/2023 Present
  • 01/2007 → 08/2023
    Bell Rock Capital, Llc
    Rehoboth Beach, DE
  • 08/2023 → Present
    Bryn Mawr Capital Management, Llc
    Rehoboth Beach, DE
Previous Registrations
  • 2019-08-23 → 2023-08-09
    Bell Rock Capital, Llc
    Rehoboth Beach, DE
    Rehoboth Beach, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
S63 Uniform Securities Agent State Law Examination 2003-10-03
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
  • S63 Uniform Securities Agent State Law Examination
    2003-10-03

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Nearby Investors

SARA L LAWSON
QUIAUNNA ELIZABETH POWELL
STEVEN ZACHARY DUNN

Nearby Offices

CHARLES SCHWAB & CO., INC. · Rehoboth Beach, DE
MORGAN STANLEY · Rehoboth Beach, DE
J.P. MORGAN SECURITIES LLC · Rehoboth Beach, DE

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