Sara LawsonCRD 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.
Ballast Financial Advisors, LLC
Dfpg Investments, LLC
Arkadios Wealth Advisors
|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|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts2,793ACCOUNTS
Average Account Value$975,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
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