Brandon Michael Mcfadden
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
10 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
10 years in the industry.
- Bryn Mawr Trust Advisors, LLCFeb 2025 to now
- Bryn Mawr TrustJan 2025 to Feb 2025
- Truist Investment Services, Inc.Feb 2021 to Dec 2024
- Suntrust Advisory Services, IncSep 2020 to Jan 2021
- Suntrust Investment Services, IncSep 2020 to Jan 2021
- Bb&t Securities, LLCJan 2018 to Jan 2021
- Bb&tJul 2017 to Dec 2017
- BbtisJul 2017 to Dec 2017
- TD Bank N.A.Apr 2016 to Jun 2017
- TD Private Client Wealth LLCApr 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5058435
- Firm CRD
- 285359