Sara Lawson, financial advisor Rehoboth Beach DE

Sara Lawson

CRD Number: 3202138
Current Firm: Bryn Mawr Capital Management, LLC

Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bryn Mawr Capital Management, LLC Rehoboth Beach, DE Aug 2023 - Current < 1
Bell Rock Capital, LLC Rehoboth Beach, DE Oct 2015 - Aug 2023 7
Malvern Federal Savings Bank Paoli, PA Oct 2015 - Aug 2023 7
Connectone Bank Wayne, NJ Jul 2014 - Oct 2015 1
Invest Financial Corporation Wayne, NJ Mar 1999 - Oct 2015 16
Union Center National Bank Wayne, NJ Mar 2011 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Sara L. Lawson
Phone Number: 215.731.1820
Registered State(s):
  • DE
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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