Lucinda Lea Peterson
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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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
24 years in the industry.
- Bryn Mawr Trust Advisors, LLCJul 2023 to now
- Bryn Mawr Capital Management, LLCJul 2023 to now
- WsfsJan 2022 to Jun 2023
- Bryn Mawr Trust CompanyJan 2020 to Dec 2021
- Lau Associates LLCJan 2002 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 4405205
- Firm CRD
- 285359