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Kelly Ann Wellborn

Bryn Mawr Trust Advisors, LLC

Wilmington, DE

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
DE RA APPROVED 2023-01-31
  • DE RA
    APPROVED
    Since 2023-01-31

Branch Locations

300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • 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
Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23 Greenville DE 09/1985 12/2022
Bryn Mawr Capital Management, Llc Greenville DE 01/2023 Present
  • 09/1985 → 12/2022
    Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23
    Greenville, DE
  • 01/2023 → Present
    Bryn Mawr Capital Management, Llc
    Greenville, DE
Previous Registrations
  • 2001-05-29 → 2023-02-03
    Cypress Capital Management, Llc
    Wilmington, DE
    Greenville, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-21
  • S65 Uniform Investment Adviser Law Examination
    2001-05-21
Designations
Other Names
  • Kelly Ann Maguigan
  • Kelly Ann Ruggiero

View on SEC IAPD

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