Andrew Michael Bass

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

• 08/2020 → 05/2023
  Full-Time Student
  Columbia, SC
• 05/2022 → 12/2022
  Cypress Capital Management
  Greenville, DE
• 01/2023 → 05/2023
  Bryn Mawr Capital Management
  Greenville, DE
• 06/2023 → Present
  Bryn Mawr Trust Advisors
  Philadelphia, PA
• 08/2015 → 08/2020
  Full-Time Student
  Philadelphia, PA

Other Businesses

AMCB Technologies LLC; Not investment-related; 502 W 7th Street STE 100, Erie, PA, 16502, USA; AI Exploration and application; Founder; 4/7/2026; ~ 8-10 hours/month during non-business hours; 0 hours/month during securities trading hours; Duties include AI research and understanding applications of AI tools.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-29