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Michael William Valenti

Bryn Mawr Trust Advisors, LLC

Berwyn, PA

Philadelphia, 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 2025-07-24
  • PA RA
    APPROVED
    Since 2025-07-24

Branch Locations

1436 Lancast Ave, Berwyn, PA 19312 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • 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
Carson Group, Llc Omaha NE 11/2022 08/2025
Ci Private Wealth, Llc Wayne PA 01/2022 10/2022
Radnor Financial Advisors Wayne PA 09/2014 12/2021
Cwm, Llc Omaha NE 11/2022 08/2025
Bryn Mawr Trust Advisors, Llc Berwyn PA 08/2025 Present
  • 11/2022 → 08/2025
    Carson Group, Llc
    Omaha, NE
  • 01/2022 → 10/2022
    Ci Private Wealth, Llc
    Wayne, PA
  • 09/2014 → 12/2021
    Radnor Financial Advisors
    Wayne, PA
  • 11/2022 → 08/2025
    Cwm, Llc
    Omaha, NE
  • 08/2025 → Present
    Bryn Mawr Trust Advisors, Llc
    Berwyn, PA
Previous Registrations
  • 2023-01-10 → 2025-07-07
    Cwm, Llc
    Omaha, NE
    Havertown, PA
Other Businesses

Bryn Mawr Trust Yes, investment-related 1436 Lancaster Ave, Berwyn, PA 19312 Trust and Wealth Management Employee Tax Director July 2026 30 hours/month 30 hours/month during trading hours Tax preparation services

Designations
Other Names
  • Mike Valenti

View on SEC IAPD

More in Berwyn, PA

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