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Bryn Mawr Trust Advisors, LLC CRD 285359
$3.51B regulatory AUM 334 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-12 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
77 W. Court Street, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Bensalem | PA | 04/2016 | 06/2017 |
| Td Bank N.A. | Bensalem | PA | 04/2016 | 06/2017 |
| Bb&T | King Of Prussia | PA | 07/2017 | 12/2017 |
| Bbtis | Charlotte | NC | 07/2017 | 12/2017 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 01/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2020 | 01/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2020 | 01/2021 |
| Truist Investment Services, Inc. | King Of Prussia | PA | 02/2021 | 12/2024 |
| Bryn Mawr Trust Advisors, Llc | Doylestown | PA | 02/2025 | Present |
| Bryn Mawr Trust | Doylestown | PA | 01/2025 | 02/2025 |
Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
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