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Bryn Mawr Trust Advisors, LLC CRD 285359
$3.51B regulatory AUM 334 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-12 |
| PA | RA | APPROVED | 2024-06-12 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New York Mellon | New York | NY | 05/2016 | Present |
| Mbsc Securities Corporation | New York | NY | 02/2017 | 05/2024 |
| Bryn Mawr Trust Advisors, Llc | Philadelphia | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-22 |
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