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Thomas James Keefer

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA

Berywn, 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 2025-07-30
  • PA RA
    APPROVED
    Since 2025-07-30

Branch Locations

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

1436 Lancaster Ave., Berywn, PA 19312 • 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
Pnc Investments Pittsburgh PA 06/2019 01/2020
Pnc Bank Philadelphia PA 02/2018 01/2020
Paypal Conshohocken PA 01/2018 02/2018
Pnc Bank Philadelphia PA 08/2016 12/2017
Pnc Investments Media PA 01/2020 05/2024
Commonwealth Financial Network Waltham MA 05/2024 08/2025
Wsfs Wealth Investments Berwyn PA 05/2024 08/2025
Bryn Mawr Trust Advisors, Llc Berwyn PA 08/2025 Present
  • 06/2019 → 01/2020
    Pnc Investments
    Pittsburgh, PA
  • 02/2018 → 01/2020
    Pnc Bank
    Philadelphia, PA
  • 01/2018 → 02/2018
    Paypal
    Conshohocken, PA
  • 08/2016 → 12/2017
    Pnc Bank
    Philadelphia, PA
  • 01/2020 → 05/2024
    Pnc Investments
    Media, PA
  • 05/2024 → 08/2025
    Commonwealth Financial Network
    Waltham, MA
  • 05/2024 → 08/2025
    Wsfs Wealth Investments
    Berwyn, PA
  • 08/2025 → Present
    Bryn Mawr Trust Advisors, Llc
    Berwyn, PA
Previous Registrations
Other Businesses

Fixed insurance sales; as of 07/30/2025; 15% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-11
  • S66 Uniform Combined State Law Examination
    2019-11-11
Other Names
  • Thomas Keefer

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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