Robert Joseph Schneider
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
19 yearsExperience
5 statesRegistered in
$3.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Bryn Mawr Trust Advisors, LLCOct 2019 to now
- Bryn Mawr Capital ManagementSep 2019 to now
- United Capital Financial Advisers, LLC - A Goldman Sachs CompanyFeb 2019 to Sep 2019
- Conservest Capital Advisors, Inc.Jul 2000 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 5 states (CA, DE, PA, TX, VA).
Bryn Mawr Trust Advisors, LLC
$3.5BAssets managed
1,409Clients
55Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2193351
- Firm CRD
- 285359