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Robert Joseph Schneider

Bryn Mawr Trust Advisors, LLC

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
CA RA APPROVED 2025-10-27
TX RA APPROVED_RES 2019-12-22
DE RA APPROVED 2019-12-20
VA RA APPROVED 2019-12-20
PA RA APPROVED 2019-10-22
  • CA RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2019-12-22
  • DE RA
    APPROVED
    Since 2019-12-20
  • VA RA
    APPROVED
    Since 2019-12-20
  • PA RA
    APPROVED
    Since 2019-10-22

Branch Locations

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
Conservest Capital Advisors, Inc. Wynnewood PA 07/2000 02/2019
United Capital Financial Advisers, Llc - A Goldman Sachs Company Newport Beach CA 02/2019 09/2019
Bryn Mawr Capital Management Philadelphia PA 09/2019 Present
  • 07/2000 → 02/2019
    Conservest Capital Advisors, Inc.
    Wynnewood, PA
  • 02/2019 → 09/2019
    United Capital Financial Advisers, Llc - A Goldman Sachs Company
    Newport Beach, CA
  • 09/2019 → Present
    Bryn Mawr Capital Management
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-14
S63 Uniform Securities Agent State Law Examination 1993-12-14
  • S65 Uniform Investment Adviser Law Examination
    1998-12-14
  • S63 Uniform Securities Agent State Law Examination
    1993-12-14
Other Names
  • Rob Schneider

View on SEC IAPD

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