Jeffrey McCabe, financial advisor Wilmington DE

Jeffrey McCabe

CRD Number: 2040131
Current Firm: Bryn Mawr Capital Management, LLC

Jeffrey McCabe (CRD# 2040131) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Wilmington, DE and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bryn Mawr Capital Management, LLC Greenville, DE Jan 2023 - Current 1
Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23 Greenville, DE Aug 2003 - Dec 2022 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Jeffrey P. McCabe
Phone Number: 215.731.1820
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    3,036
    MILLIONS
  • Total Number of Accounts
    3,390
    ACCOUNTS
  • Average Account Value
    $895,505
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

CA, CO, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA

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