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Caroline C Lee

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA

Berwyn, 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 2025-05-29
  • PA RA
    APPROVED
    Since 2025-05-29

Branch Locations

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

1436 Lancaster Ave, Berwyn, 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
Bryn Mawr Capital Management Berwyn PA 02/2025 Present
Workplay Ventures San Francisco CA 10/2024 12/2024
Elyxium San Mateo CA 07/2022 03/2024
Retired Burlingame CA 03/2024 09/2024
Wetherby Asset Management San Francisco CA 09/2021 02/2022
Bny Mellon Wealth Management New York NY 08/2013 09/2021
Extended Travel Burlingame CA 03/2022 06/2022
  • 02/2025 → Present
    Bryn Mawr Capital Management
    Berwyn, PA
  • 10/2024 → 12/2024
    Workplay Ventures
    San Francisco, CA
  • 07/2022 → 03/2024
    Elyxium
    San Mateo, CA
  • 03/2024 → 09/2024
    Retired
    Burlingame, CA
  • 09/2021 → 02/2022
    Wetherby Asset Management
    San Francisco, CA
  • 08/2013 → 09/2021
    Bny Mellon Wealth Management
    New York, NY
  • 03/2022 → 06/2022
    Extended Travel
    Burlingame, CA
Other Businesses

One of 4 members of LLC, family related estate planning. No compensation or work hours spent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29
Other Names
  • Caroline Lee Tsao

View on SEC IAPD

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