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Bryn Mawr Trust Advisors, LLC CRD 285359
$3.51B regulatory AUM 334 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-23 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2017 | 08/2018 |
| Lafayette College Writing Program | Easton | PA | 09/2014 | 05/2017 |
| Lafayette College | Easton | PA | 08/2013 | 05/2017 |
| Bryn Mawr Trust Advisors, Llc | Philadelphia | PA | 10/2018 | Present |
| Unemployed- Recent College Graduate | Philadelphia | PA | 06/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-20 |
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