Quiaunna Elizabeth Powell

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

• 11/2017 → 04/2023
  Merrill Lynch/Bank Of America
  Dover, DE
• 08/2016 → 11/2017
  Wells Fargo Home Mortgage
  Dover, DE
• 05/2023 → 12/2023
  J.P. Morgan Securities Llc
  Rehoboth Beach, DE
• 05/2023 → 12/2023
  Jpmorgan Chase Bank, N.A.
  Rehoboth Beach, DE
• 01/2024 → 04/2024
  Wells Fargo Clearing Services, Llc
  Wilmington, DE
• 12/2023 → 04/2024
  Wells Fargo Bank, Na
  Wilmington, DE
• 04/2024 → Present
  Bryn Mawr Capital Management
  Rehoboth Beach, DE

Previous Registrations

• 2024-02-23 → 2024-04-12
  Wells Fargo Clearing Services, Llc
  Wilmington, DE
  Radnor, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Quiaunna Powell
• Quiaunna Elizabeth Powell
• Quiaunna E Powell