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Board Member · Bryn Mawr Trust Advisors, LLC

Candice M. Caruso

CRD 8065329 · Named on Form ADV at one SEC-registered adviser

At a glance

Bryn Mawr Trust Advisors, LLC, an SEC-registered wealth manager based in Philadelphia, PA with $3.5 billion in regulatory assets, lists Candice M. Caruso on its Form ADV as Board Member, a control person.

Firms and roles

AtlasMembers

Candice’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Candice on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Candice’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.