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Brandon Michael Mcfadden

Bryn Mawr Capital Management, LLC
17 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Bryn Mawr Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Truist Advisory Services, INC.
September 2020 - November 2024 · 4 yrs 2 mos
Truist Investment Services, INC.Broker
September 2020 - November 2024 · 4 yrs 2 mos
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2017 - January 2018 · 5 mos
Bb&t Investment Services, INC.Broker
August 2017 - January 2018 · 5 mos
TD Private Client Wealth LLC
May 2016 - July 2017 · 1 yr 2 mos
TD Private Client Wealth LLCBroker
May 2016 - July 2017 · 1 yr 2 mos
PNC InvestmentsBroker
January 2012 - April 2016 · 4 yrs 3 mos
PNC Investments
December 2011 - April 2016 · 4 yrs 4 mos
PNC InvestmentsBroker
February 2008 - July 2010 · 2 yrs 5 mos
PNC Investments
February 2008 - July 2010 · 2 yrs 5 mos
Edward JonesBroker
November 2007 - December 2007 · 1 mo
Edward Jones
November 2007 - December 2007 · 1 mo
Transamerica Financial Advisors, INC.
July 2006 - November 2007 · 1 yr 4 mos
Transamerica Financial Advisors, INC.Broker
July 2006 - November 2007 · 1 yr 4 mos
AXA Advisors, LLC
March 2006 - July 2006 · 4 mos
AXA Advisors, LLCBroker
January 2006 - July 2006 · 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.