Drew L. Venit

BRYN MAWR TRUST ADVISORS

Wilmington, DE 19809

Some features on this profile are disabled

CRD#: 7831328

Professional summary

Drew Lawrence Venit, who also goes by Drew Venit, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Wilmington, Delaware.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Drew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Venit

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.

1. Fixed insurance sales; as of 01/01/2025; less than 5% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Lawrence Venit'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 24, 2025 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 300 Bellevue Parkway Suite 300, Wilmington, DE 19809

RIA

CRD#: 285359

Wilmington, DE

Past

October 30, 2024 - July 28, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Wilmington, DE

Past

October 8, 2024 - July 28, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Wilmington, DE

Past

February 22, 2024 - May 21, 2024

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

RADNOR, 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

Delaware
(7/24/2025)

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: 10/25/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/8/2023

Securities Industry Essentials Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

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.

Similar Advisors

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

Benjamin Conteh

BARGELD FINANCIAL

IAR

Media, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Drew L. Venit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Lawrence Venit's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2024

Series 7TO

Date: 2/22/2024

SIE

Date: 12/8/2023

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

Similar Advisors