Bryn Mawr Trust Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

285359

SEC number

801-108434

Firm type

RIA

Assets under management

$3.5B as of Apr 22, 2026

Website

www.bmt.com ↗

Phone

215.731.1820

Address

1818 Market Street, Philadelphia, PA, 19103

Advisors at this firm

57 in our index · page 2 of 2

• Ivan ShabalovCRD 8131380 · Berwyn, PA
  IA Registered
• Colton SteeleCRD 8109103 · Wilmington, DE
  IA Registered
• Michael William ValentiCRD 7679685 · Berwyn, PA
  IA Registered
• John Joseph WaltersCRD 5583653 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Kelly Ann WellbornCRD 4397706 · Wilmington, DE
  IA Registered
• Christopher Stephen WilliamsCRD 7180783 · Wilmington, DE
  IA Registered
• Jasmine Zhong YuCRD 5459343 · Berwyn, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.