Anthony Stephen Feudo
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
13 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
13 years in the industry.
- Bryn Mawr Trust Advisors, LLCNov 2023 to now
- Bryn Mawr Capital Management, LLCOct 2023 to now
- Veritable, LPJan 2019 to Oct 2023
- The Vanguard Group, Inc.Jun 2017 to Dec 2018
- Morgan StanleyJan 2017 to May 2017
- Thomas Jefferson University HospitalSep 2016 to Dec 2016
- La Salle UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
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
- 6639065
- Firm CRD
- 285359