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Valeri Marie Boclair

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 2024-07-02
  • PA RA
    APPROVED
    Since 2024-07-02

Branch Locations

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

1436 Lancaster Avenue, 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
The Vanguard Group, Inc. Malvern PA 10/1995 12/2022
Global Travel Malvern PA 10/2021 10/2023
Ascensus Llc Dresher PA 08/2023 12/2023
Bryn Mawr Capital Management Berwyn PA 12/2023 06/2025
Unemployed Malvern PA 01/2023 09/2023
Bryn Mawr Trust Advisors Berwyn PA 06/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
S63 Uniform Securities Agent State Law Examination 1995-11-20
  • 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

View on SEC IAPD

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