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SD

Steven Z. Dunn

BRYN MAWR TRUST ADVISORS
Rehoboth Beach, DE 19971
Some features on this profile are disabled
CRD#: 5374159
SD

Professional summary

Steven Zachary Dunn, who also goes by Steve Zachary Dunn, Steve Dunn, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Rehoboth Beach, Delaware.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Steven has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Zachary Dunn | Steve Dunn

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 Steven Zachary Dunn'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

August 22, 2025 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 35568 Airport Rd, Rehoboth Beach, DE 19971
RIA
CRD#: 285359
Rehoboth Beach, DE
Past

January 5, 2015 - August 15, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Rehoboth Beach, DE
Past

January 5, 2015 - August 15, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Rehoboth Beach, DE
Past

February 11, 2011 - January 6, 2015

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
MILLSBORO, DE
Past

October 1, 2010 - January 6, 2015

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
MILLSBORO, DE

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
Delaware
(8/22/2025)
IAR
Pennsylvania
(8/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/17/2009
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: 12/17/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/30/2010
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 285359Rehoboth Beach, DE 19971

TRUST BUT VERIFY

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