Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bryn Mawr Investments CRD 290325
$10.0K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Secane, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | New Castle | DE | 01/2024 | 01/2024 |
| Citi Bank | Jersey City | NJ | 03/2023 | 01/2024 |
| Mufg Bank | Charlotte | NC | 03/2022 | 01/2023 |
| Bryn Mawr Investments | Secane | PA | 05/2017 | Present |
| Trident Mortgage, A Berkshire Company | Devon | PA | 01/2017 | 04/2017 |
| Td Bank | Mt. Laurel | NJ | 10/2016 | 01/2017 |
| Bryn Mawr Trust Bank | Newtown Square | PA | 10/2015 | 10/2016 |
An Abstractor Corporation Not an investment related business 1011 E. Luzerne St. Philadelphia, PA 19123 Land and Title Insurance Agency No current operational role Board member started 8/11/2021 No time devoted to this other business No time devoted to this other business during securities trading hours; Attend meetings, provide fiduciary financial advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-01 |
Reach out to this advisor