DFX Intelligence
Advisors
Advisors registered through Bryn Mawr Trust Advisors, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Thomas Stoner | Bryn Mawr Trust Advisors, LLC independent RIA | Philadelphia, Pa | Aug 18, 2026 | 18 y | 0 | 1 |
| Michael William Valenti Certified Financial Planner | Bryn Mawr Trust Advisors, LLC independent RIA | Philadelphia, Pa | Jul 24, 2025 | 12 y | 1 | 1 |
| John Joseph Walters Certified Financial Planner | Bryn Mawr Trust Advisors, LLC independent RIA | Philadelphia, Pa | Jun 3, 2024 | 16 y | 3 | 2 |
| C••••••••• S•••••• W••••••• Certified Financial Planner | B••• M••• T•••• A•••••••• L•• independent RIA | Wilmington, De | May 5, 2024 | 19 y | 1 | 1 |
| J•••••• Z•••• Y• Chartered Financial Analyst | B••• M••• T•••• A•••••••• L•• independent RIA | Berwyn, Pa | Jun 12, 2024 | 12 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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55 advisors match.