Christopher S Freddo
Professional Summary
Christopher S Freddo, who also goes by Christopher Salvatore Freddo, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Doylestown, Pennsylvania. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Salvatore Freddo
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)
Contact Information
Main Address
1818 Market Street 22nd Floor, Philadelphia, PA 19103Phone Number
(215) 731-1820# of Employees
87SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,849AUM (Assets Under Management)
$3,513,817,710Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | Cover Page | Report |
| 12/13/2024 | Cover Page | Report |
| 04/09/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)
State Registrations and Notice Filings
(1/8/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher S Freddo's CRS (Customer Relationship Summary).
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