Sara L Lawson

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

• 10/2015 → 08/2023
  Bell Rock Capital, Llc
  Rehoboth Beach, DE
• 10/2015 → 08/2023
  Malvern Federal Savings Bank
  Paoli, PA
• 08/2023 → Present
  Bryn Mawr Trust Advisors, Llc
  Rehoboth Beach, DE

Previous Registrations

• 2015-10-16 → 2023-08-09
  Bell Rock Capital, Llc
  Paoli, PA
  Rehoboth Beach, DE
  Villanova, PA
  Morristown, NJ
  Rehoboth Beach, DE
• 2010-03-25 → 2015-10-09
  Invest Financial Corporation
  Saddle River, NJ
  Oakland, NJ
  West New York, NJ
  Holmdel, NJ
  Englewood Cliffs, NJ
  Cresskill, NJ
  Hackensack, NJ
  Fort Lee, NJ
  Fort Lee, NJ
  Newark, NJ
  Ridgewood, NJ
  Wayne, NJ
  Wayne, NJ
  Boonton, NJ
  Berkeley Hts, NJ
  Vauxhall, NJ
  Summit, NJ
  Sprngfield, NJ
  Union, NJ
  Union, NJ
  Madison, NJ
  Union, NJ
  Englewood, NJ
  Princeton, NJ
  Morristown, NJ

Other Businesses

BMT Insurance Advisors, Inc. 1818 Market Street, Philadelphia PA 19103. Principal of BMT Insurance Advisors, Inc. as of December 4, 2025. Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-23

Other Names

• Sally Lawson
• Sara L Shenise