Christian Coe Merritt

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

• 03/2016 → 10/2018
  Bbtis
  Charlotte, NC
• 01/2018 → 10/2018
  Bb&T Securities, Llc
  West Chester, PA
• 10/2018 → 08/2023
  Cetera Investment Services Llc
  Saint Cloud, MN
• 10/2018 → 08/2023
  Farmers And Merchants Bank
  Harrisburg, PA
• 10/2018 → 08/2023
  Cetera Investment Advisers Llc
  Harrisburg, PA
• 11/2023 → Present
  Lpl Financial Llc
  Enola, PA
• 11/2023 → Present
  Members 1St Federal Credit Union
  Enola, PA
• 08/2023 → 11/2023
  Unemployed
  Enola, PA
• 03/2016 → 10/2018
  Bb&T
  West Chester, PA

Previous Registrations

• 2023-12-01 → 2025-12-17
  Lpl Financial Llc
  Enola, PA
• 2018-10-26 → 2023-08-24
  Cetera Investment Advisers Llc
  Camp Hill, PA
  Harrisburg, PA
• 2018-01-02 → 2018-10-09
  Bb&T Securities, Llc
  Charlotte, NC
  West Chester, PA
• 2016-03-29 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  West Chester, PA
• 2012-10-19 → 2015-12-17
  Pnc Wealth Management Llc
  Columbus, OH
  Media, PA
  Wilmington, DE
  Broomall, PA
  Broomall, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-18
• S63 Uniform Securities Agent State Law Examination
  2004-12-02

Other Names

• Christian C Merritt