Inactive

Lisa Marie Borrelli

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA

CRD 7837661

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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:

Current Employers

Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-08-25

PA RA
APPROVED

Since 2025-08-25

Branch Locations

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

1436 Lancaster Ave., Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bdo Usa Llp	Philadelphia	PA	09/2013	05/2019
Bryn Mawr Trust Advisors	Philadelphia	PA	07/2019	Present

09/2013 → 05/2019

Bdo Usa Llp

Philadelphia, PA
07/2019 → Present

Bryn Mawr Trust Advisors

Philadelphia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-25

S65 Uniform Investment Adviser Law Examination

2025-08-25

View on SEC IAPD

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