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Ivan Shabalov

Bryn Mawr Trust Advisors, LLC

Berwyn, PA

Philadelphia, PA

CRD 8131380

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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:

Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-14
  • PA RA
    APPROVED
    Since 2025-07-14

Branch Locations

1436 Lancaster Ave, Berwyn, PA 19087 • 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
Bryn Mawr Trust Advisors, Llc Berwyn PA 07/2025 Present
Bny Advisors Pittsburgh PA 01/2024 07/2025
Bny Mellon Investor Solutions Pittsburgh PA 01/2020 12/2023
Bny Mellon Wealth Management Pittsburgh PA 09/2013 12/2019
  • 07/2025 → Present
    Bryn Mawr Trust Advisors, Llc
    Berwyn, PA
  • 01/2024 → 07/2025
    Bny Advisors
    Pittsburgh, PA
  • 01/2020 → 12/2023
    Bny Mellon Investor Solutions
    Pittsburgh, PA
  • 09/2013 → 12/2019
    Bny Mellon Wealth Management
    Pittsburgh, PA
Designations
  • Chartered Financial Analyst
Other Names
  • Ivans Sabalovs

View on SEC IAPD

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