Michael G. Paregian

BRYN MAWR TRUST ADVISORS

Wilmington, DE 19809

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CRD#: 2785405

Professional summary

Michael George Paregian, CFP® is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Wilmington, Delaware.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 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 Michael George Paregian'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 6, 2023 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 300 Bellevue Parkway Suite 300, Wilmington, DE 19809

RIA

CRD#: 285359

Wilmington, DE

Past

August 4, 2017 - January 8, 2020

LAU ASSOCIATES LLC

RIA

CRD#: 105608

GREENVILLE, DE

Past

August 29, 2013 - July 13, 2017

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

October 3, 2007 - July 13, 2017

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

August 19, 2003 - August 7, 2007

TYCOR ASSET MANAGEMENT, INC.

RIA

CRD#: 120879

BERWYN, PA

Past

June 17, 2003 - July 12, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BERWYN, PA

Past

February 4, 2002 - July 15, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 18, 2000 - June 2, 2003

AFFINITY WEALTH MANAGEMENT LLC

RIA

CRD#: 105840

WILMINGTON, DE

Past

January 13, 1997 - December 30, 1998

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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
(7/6/2023)

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

Series 63

Date: 4/2/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/5/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/1/2002

Investment Company Products/Variable Contracts Representative 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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Michael G. Paregian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael George Paregian's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAU ASSOCIATES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

TYCOR ASSET MANAGEMENT, INC.

KESTRA INVESTMENT SERVICES, LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AFFINITY WEALTH MANAGEMENT LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/2/2002

Series 65

Date: 4/5/1999

SIE

Date: 7/13/2017

Series 7

Date: 4/11/2006

Series 6

Date: 2/1/2002

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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