Kathleen R Duffy
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
20 yearsExperience
2 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
20 years in the industry.
- Bryn Mawr Trust Advisors, LLCJul 2024 to now
- Bryn Mawr Capital Management, LLCJul 2024 to now
- Morgan Stanley Private Bank, N.AJul 2020 to Jun 2024
- Morgan StanleyApr 2020 to Jun 2024
- Veritable, L.P.Jun 2006 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 5048311
- Firm CRD
- 285359