Christopher S. Freddo

BRYN MAWR TRUST ADVISORS

Doylestown, PA 18901

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CRD#: 4229801

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Salvatore Freddo

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.

COMPREHENSIVE LEARNING CENTER LLC POSITION: Board Member / Investment Committee Member NATURE: School Specialized in providing education and life skills to children and adults with Autism. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: Warminster PA, United States DESCRIPTION: Help in Fundraising through 5 major events a year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher S Freddo'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

January 8, 2025 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 77-79 W. Court Street, Doylestown, PA 18901

RIA

CRD#: 285359

Doylestown, PA

Past

September 29, 2020 - November 25, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

WARMINSTER, PA

Past

September 29, 2020 - November 25, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WARMINSTER, PA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 3, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

DOYLESTOWN, PA

Past

June 6, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

DOYLESTOWN, PA

Past

May 18, 2006 - June 5, 2008

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NEWTOWN, PA

Past

August 17, 2005 - June 5, 2008

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NEWTOWN, PA

Past

May 30, 2003 - April 8, 2005

TRILLIUM BROKERAGE SERVICES, LLC

CRD#: 120064

NEW YORK, NY

Past

January 24, 2002 - June 2, 2003

HEARTLAND SECURITIES CORP.

CRD#: 43201

EDISON, NJ

Past

August 28, 2000 - June 15, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 28, 2000 - June 15, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(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

State Security Law Exam

IAR

Series 66

Date: 6/30/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/2017

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 2/6/2002

Limited Representative-Equity Trader Exam

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

Christopher S. Freddo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher S Freddo's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TRILLIUM BROKERAGE SERVICES, LLC

HEARTLAND SECURITIES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2017

Series 63

Date: 9/20/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/6/2017

Series 55

Date: 2/6/2002

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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