Christian Coe Merritt
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
Are you Christian Coe Merritt? Claim your profile
Contact this firm
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
10 years in the industry.
- Bryn Mawr Trust Advisors, LLCJul 2026 to now
- LPL Financial LLCNov 2023 to now
- Members 1st Federal Credit UnionNov 2023 to now
- UnemployedAug 2023 to Nov 2023
- Cetera Investment Advisers LLCOct 2018 to Aug 2023
- Cetera Investment Services LLCOct 2018 to Aug 2023
- Farmers and Merchants BankOct 2018 to Aug 2023
- Bb&t Securities, LLCJan 2018 to Oct 2018
- Bb&tMar 2016 to Oct 2018
- BbtisMar 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2012
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
- 2935548
- Firm CRD
- 285359