Valeri Marie Boclair
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
31 yearsExperience
1 stateRegistered 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
31 years in the industry.
- Bryn Mawr Trust Advisors, LLCJul 2024 to now
- Bryn Mawr Capital ManagementDec 2023 to Jun 2025
- Ascensus LLCAug 2023 to Dec 2023
- UnemployedJan 2023 to Sep 2023
- Global TravelOct 2021 to Oct 2023
- The Vanguard Group, Inc.Oct 1995 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2677815
- Firm CRD
- 285359