Robert Brian Fertman

Current Employers

Bryn Mawr Wealth Management Llc

Bryn Mawr, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2008-04-21

PA RA
APPROVED

Since 2008-04-21

Branch Locations

Bryn Mawr, PA • 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

Organization	City	State	From	To
Bryn Mawr Wealth Management, Llc	Bryn Mawr	PA	11/2007	Present

11/2007 → Present

Bryn Mawr Wealth Management, Llc

Bryn Mawr, PA

Previous Registrations

2003-09-02 → 2005-07-11

Wells Fargo Clearing Services, Llc

Broomall, PA

Other Businesses

MR. FERTMAN, INDIVIDUALLY, HAS BEGUN OFFERING NON-INVESTMENT RELATED PERSONAL/LIFE COACHING AND SHIATSU BODYWORK TO INDIVIDUALS AND WILL RECEIVE A FEE FOR THIS SERVICE. CURRENTLY, HE SPENDS APPROXIMATELY 20% OF HIS TIME ON THIS ACTIVITY. THERE IS NO BUSINESS NAME, AT THIS POINT, TO REPORT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-06-10
S63	Uniform Securities Agent State Law Examination	1996-06-03

S65 Uniform Investment Adviser Law Examination

1996-06-10
S63 Uniform Securities Agent State Law Examination

1996-06-03

View on SEC IAPD