Kevin M. Dolan

BRYN MAWR TRUST ADVISORS

Berywn, PA 19312

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CRD#: 1939399

Professional summary

Kevin Michael Dolan, who also goes by Kevin Michael Dolan, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Berywn, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kevin has worked at 12 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Michael Dolan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Co-owner, Tridole, LLC; private entity established to make personal investments; Located in 3 Kathryn Lane, Broomall, PA 19008; as of 7/06/2021; Less than 10% of time spent during business hours; Not conducted at branch location; Investment related. 2. Fixed insurance sales; 50% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Dolan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 30, 2025 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 1436 Lancaster Ave., Berywn, PA 19312

RIA

CRD#: 285359

Berywn, PA

Past

November 6, 2024 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Wilmington, DE

Past

March 1, 2024 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Wilmington, DE

Past

May 12, 2021 - April 4, 2023

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559

SALT LAKE CITY, UT

Past

September 23, 2016 - March 29, 2019

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

March 31, 2015 - July 6, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

April 16, 2010 - March 31, 2015

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 29, 2010 - April 6, 2010

QUESTAR CAPITAL CORPORATION

CRD#: 43100

FORT WASHINGTON, PA

Past

March 30, 2009 - December 21, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

FORT WASHINGTON, PA

Past

January 7, 2008 - January 23, 2009

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

May 24, 1995 - January 2, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

June 22, 1993 - March 10, 1995

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

April 14, 1993 - May 18, 1993

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/30/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/13/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/13/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/27/2008

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

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Contact information

Main Address

1818 Market Street 22nd Floor, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 731-1820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (6/30/2025)

Regulatory assets under management

Total Number of Accounts	3,371
AUM (Assets Under Management)	$ 3,011,732,671

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/13/2024	Cover Page	Report
04/09/2024	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin M. Dolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Dolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

EMPOWER FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

QUESTAR CAPITAL CORPORATION

SECURITIES AMERICA, INC.

EQUITABLE DISTRIBUTORS, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

MARKETING ONE SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2024

Series 63

Date: 4/14/1993

Series 7TO

Date: 5/13/2024

SIE

Date: 10/1/2018

Series 6

Date: 4/13/1993

Series 26

Date: 3/27/2008

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRYN MAWR TRUST ADVISORS, LLC

TRUST BUT VERIFY

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