Valeri Marie Boclair

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1995 → 12/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2021 → 10/2023
  Global Travel
  Malvern, PA
• 08/2023 → 12/2023
  Ascensus Llc
  Dresher, PA
• 12/2023 → 06/2025
  Bryn Mawr Capital Management
  Berwyn, PA
• 01/2023 → 09/2023
  Unemployed
  Malvern, PA
• 06/2025 → Present
  Bryn Mawr Trust Advisors
  Berwyn, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  1995-11-20

Other Names

• Valeri Marie Boclair
• Valeri Marie Kane
• Valeri Boclair