Charles Otto Posnecker
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
21 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
21 years in the industry.
- Bryn Mawr Trust Advisors, LLCJan 2023 to now
- Bryn Mawr Capital Management, LLCJan 2023 to now
- Cypress Capital Management - Merged Into Bryn Mawr As of 1/1/23Sep 2017 to Dec 2022
- Christiana TrustMay 2005 to Sep 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
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
- 6903567
- Firm CRD
- 285359