Luis A Sepulveda
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, LLCAug 2023 to now
- Bryn Mawr TrustMar 2022 to Aug 2023
- Valley National Advisers IncFeb 2021 to Mar 2022
- UnemployedSep 2019 to Feb 2021
- Chartwell Investment PartnersMay 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7358634
- Firm CRD
- 285359