Thomas James Keefer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2024-05-24 → 2025-07-28
  Commonwealth Financial Network
  Berwyn, PA
• 2019-11-11 → 2024-01-25
  Pnc Wealth Management Llc
  Philadelphia, PA
  Philadelphia, PA
  Media, PA
  Narberth, PA
  Wayne, PA
  Media, PA
  Prospect Park, PA
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2019-11-11

Other Names

• Thomas Keefer