Seth C. Dadds

BRYN MAWR TRUST ADVISORS

Greenville, DE 19807

Some features on this profile are disabled

CRD#: 2780879

Professional summary

Seth Christopher Dadds, CFA is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Greenville, Delaware.

Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Seth has worked at 7 firms and has passed the Series 66, Series 63, Series 87, Series 86, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seth Christopher Dadds'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®

CFA

Chartered Financial Analyst

Experience

Current

January 31, 2023 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 3801 Kennet Pike, Suite C200- A, Greenville, DE 19807

RIA

CRD#: 285359

Greenville, DE

Past

July 24, 2015 - February 3, 2023

CYPRESS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109955

GREENVILLE, DE

Past

November 12, 2012 - May 1, 2013

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

RIA

CRD#: 159388

COLUMBIA, MD

Past

February 22, 2007 - August 27, 2012

GARP RESEARCH & SECURITIES COMPANY

RIA

CRD#: 124789

BALTIMORE, MD

Past

July 18, 2005 - January 5, 2006

GARP RESEARCH LLC

RIA

CRD#: 121738

TOWSON, MD

Past

May 26, 2005 - August 27, 2012

GAINESWOOD INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 121715

BALTIMORE, MD

Past

May 13, 2004 - November 29, 2010

GARP RESEARCH & SECURITIES COMPANY

CRD#: 124789

BALTIMORE, MD

Past

December 2, 1997 - September 29, 2003

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

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

Delaware
(1/31/2023)

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: 3/8/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 12/7/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 11/30/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 12/1/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/26/2001

General Securities Principal Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

Benjamin Conteh

BARGELD FINANCIAL

IAR

Media, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Seth C. Dadds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seth Christopher Dadds's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL MANAGEMENT, LLC

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

GARP RESEARCH & SECURITIES COMPANY

GARP RESEARCH LLC

GAINESWOOD INVESTMENT MANAGEMENT, INC.

GARP RESEARCH & SECURITIES COMPANY

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2005

Series 63

Date: 12/29/1997

Series 87

Date: 12/7/2004

Series 86

Date: 11/30/2004

Series 7

Date: 12/1/1997

Series 24

Date: 3/26/2001

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

Similar Advisors