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Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-09-04
  • DE RA
    APPROVED
    Since 2025-09-04

Branch Locations

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

300 Bellevue Suite 300, Wilmington, DE 19809 • 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
Global Execution Brokers, Lp Bala Cynwyd PA 07/2005 06/2021
Susquehanna Financial Group, Lllp Bala Cynwyd PA 06/2008 06/2021
Commonwealth Financial Network Waltham MA 06/2021 09/2021
Wsfs Wealth Investments Greenville DE 06/2021 09/2021
Commonwealth Financial Network Waltham MA 09/2021 09/2025
Wsfs Wealth Investments Greenville DE 09/2021 09/2025
Bryn Mawr Trust Advisors Wilmington DE 09/2025 Present
  • 07/2005 → 06/2021
    Global Execution Brokers, Lp
    Bala Cynwyd, PA
  • 06/2008 → 06/2021
    Susquehanna Financial Group, Lllp
    Bala Cynwyd, PA
  • 06/2021 → 09/2021
    Waltham, MA
  • 06/2021 → 09/2021
    Wsfs Wealth Investments
    Greenville, DE
  • 09/2021 → 09/2025
    Waltham, MA
  • 09/2021 → 09/2025
    Wsfs Wealth Investments
    Greenville, DE
  • 09/2025 → Present
    Bryn Mawr Trust Advisors
    Wilmington, DE
Previous Registrations
  • 2021-09-09 → 2025-09-03
    Hershey, PA
    Wilmington, DE
    Millsboro, DE
    Berwyn, PA
    Wilmington, DE
    Dover, DE
    Glen Mills, PA
    Philadelphia, PA
    Blue Bell, PA
    Medford, NJ
    Wilmington, DE
    Drexel Hill, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-16
S63 Uniform Securities Agent State Law Examination 2019-05-23
  • S65 Uniform Investment Adviser Law Examination
    2021-08-16
  • S63 Uniform Securities Agent State Law Examination
    2019-05-23

View on SEC IAPD

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