Caroline C Lee
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
13 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
Are you Caroline C Lee? 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
13 years in the industry.
- Bryn Mawr Trust Advisors, LLCMay 2025 to now
- Bryn Mawr Capital ManagementFeb 2025 to now
- Workplay VenturesOct 2024 to Dec 2024
- RetiredMar 2024 to Sep 2024
- ElyxiumJul 2022 to Mar 2024
- Extended TravelMar 2022 to Jun 2022
- Wetherby Asset ManagementSep 2021 to Feb 2022
- BNY Mellon Wealth ManagementAug 2013 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 5055426
- Firm CRD
- 285359