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CM

Christian C. Merritt

BRYN MAWR TRUST ADVISORS
Berwyn, PA 19312
Some features on this profile are disabled
CRD#: 2935548
CM
Christian Coe Merritt IIIBRYN MAWR TRUST ADVISORS

Professional summary

Christian Coe Merritt III, who also goes by Christian C Merritt III, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Berwyn, Pennsylvania.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christian has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Christian C Merritt Iii

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 Christian Coe Merritt III'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 20, 2026 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 1436 Lancaster Ave, Berwyn, PA 19312
RIA
CRD#: 285359
Berwyn, PA
Past

December 1, 2023 - December 17, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
ENOLA, PA
Past

December 1, 2023 - December 17, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ENOLA, PA
Past

October 26, 2018 - August 24, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HARRISBURG, PA
Past

October 26, 2018 - August 24, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
HARRISBURG, PA
Past

January 2, 2018 - October 9, 2018

BB&T SECURITIES, LLC

RIA
CRD#: 142785
WEST CHESTER, PA
Past

January 2, 2018 - October 9, 2018

BB&T SECURITIES, LLC

BD
CRD#: 142785
WEST CHESTER, PA
Past

March 29, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
WEST CHESTER, PA
Past

March 29, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WEST CHESTER, PA
Past

October 19, 2012 - December 17, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
MEDIA, PA
Past

October 18, 2005 - December 17, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MEDIA, PA
Past

January 12, 2005 - June 29, 2005

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA

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".
BM
BRYN MAWR TRUST ADVISORS, LLC
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)

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
(7/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/11/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BM
BRYN MAWR TRUST ADVISORS, LLC
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)

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
59

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 Accounts3,371
AUM (Assets Under Management)$ 3,011,732,671

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2025
Cover Page
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.

Company Information

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359Berwyn, PA 19312

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