Ansh Gandhi
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, LLCMar 2026 to now
- Bryn Mawr TrustJun 2024 to now
- Keller WilliamsAug 2023 to now
- PgimJun 2025 to Aug 2025
- KpmgJan 2025 to Mar 2025
- ExtensishrMay 2023 to Aug 2023
- Rutgers UniversitySep 2022 to Dec 2025
- Rutgers University Student Center and ActivitiesSep 2022 to Dec 2025
- TargetSep 2021 to Jun 2025
- Academy for Information TechnologySep 2018 to Jul 2022
- Carl H. Kumpf Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8234953
- Firm CRD
- 285359