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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-08 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
1436 Lancaster Avenue, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmg Capital Management Group, Inc | Malvern | PA | 10/2006 | 03/2022 |
| Wealth Enhancement Advisory Services | Malvern | PA | 03/2022 | 09/2022 |
| Wealth Enhancement Group | Malvern | PA | 03/2022 | 09/2022 |
| Bryn Mawr Capital Management, Llc | Berwyn | PA | 08/2023 | Present |
| Wsfs | Berwyn | PA | 12/2022 | 08/2023 |
| Unemployed | West Chester | PA | 10/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-28 |
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