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Luis A Sepulveda

Bryn Mawr Trust Advisors, LLC

Berwyn, PA

Philadelphia, PA

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Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

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

Branch Locations

1436 Lancaster Avenue, Berwyn, PA 19312 • 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
Valley National Advisers Inc Bethlehem PA 02/2021 03/2022
Chartwell Investment Partners Berwyn PA 05/2016 09/2019
Unemployed Phoenixville PA 09/2019 02/2021
Bryn Mawr Trust Advisors, Llc Berwyn PA 08/2023 Present
Bryn Mawr Trust Berwyn PA 03/2022 08/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15
Other Names
  • Luis A Sepulveda

View on SEC IAPD

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