Bryn Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC (CRD# 285359) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,840,983,600 in 2,204 accounts and serve the financial needs of clients across 14 states (or territories).
-
Total Assets Under Management1,841MILLION
-
Total Number of Accounts2,204ACCOUNTS
-
Average Account Value$835,292
- 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
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
Brooke Bees (CRD# 3273013) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry. Brooke Bees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Seth Dadds (CRD# 2780879) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 25 years of experience in the finance industry.
Erik Hickman (CRD# 5912628) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
Jeffrey McCabe (CRD# 2040131) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Greenville, DE and has over 33 years of experience in the finance industry.
David Navarro (CRD# 4292278) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Erik Oneal (CRD# 5371377) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
Charles Posnecker (CRD# 6903567) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry. Charles Posnecker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Schneider (CRD# 2193351) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 29 years of experience in the finance industry.
Garrett Spangler (CRD# 4549929) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 20 years of experience in the finance industry.
Kelly Wellborn (CRD# 4397706) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Greenville, DE and has over 22 years of experience in the finance industry. Kelly Wellborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.