Brandon M. Mcfadden

BRYN MAWR TRUST ADVISORS

Doylestown, PA 18901

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CRD#: 5058435

Professional summary

Brandon Michael Mcfadden, AIF®, who also goes by Brandon M Mcfadden, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Doylestown, Pennsylvania.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brandon has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon M Mcfadden

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 Brandon Michael Mcfadden'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 12, 2025 - Present

BRYN MAWR TRUST ADVISORS, LLC

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

RIA

CRD#: 285359

Doylestown, PA

Past

September 21, 2020 - November 25, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

WARMINSTE, PA

Past

September 21, 2020 - November 25, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WARMINSTER, PA

Past

January 2, 2018 - March 2, 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

August 1, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

KING OF PRUSSIA, PA

Past

August 1, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

KING OF PRUSSIA, PA

Past

May 2, 2016 - July 7, 2017

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

BENSALEM, PA

Past

May 2, 2016 - July 7, 2017

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

BENSALEM, PA

Past

January 13, 2012 - April 6, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DOYLESTOWN, PA

Past

December 22, 2011 - April 6, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DOYLESTOWN, PA

Past

February 15, 2008 - July 27, 2010

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NEWTOWN, PA

Past

February 15, 2008 - July 27, 2010

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NEWTOWN, PA

Past

November 12, 2007 - December 13, 2007

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

November 12, 2007 - December 13, 2007

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

July 31, 2006 - November 12, 2007

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

NEWTOWN, PA

Past

July 18, 2006 - November 12, 2007

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

NEWTOWN, PA

Past

March 29, 2006 - July 17, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

January 6, 2006 - July 17, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, 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".

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
(2/12/2025)

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: 3/27/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2006

General Securities 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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Advisor Monitoring

Firm Stability Insights

Brandon M. Mcfadden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Michael Mcfadden'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.

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2006

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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