Sara
Lawson
Bryn Mawr Capital Management, LLC
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About this Advisor
Sara Lawson is a financial advisor based in Rehoboth Beach, Delaware, working with Bryn Mawr Capital Management, LLC. Sara has previously held positions at Invest Financial Corporation, Union Center National Bank, Bryn Mawr Capital Management, LLC, Bell Rock Capital, LLC, Malvern Federal Savings Bank, and Connectone Bank. Sara has passed the Series 66 regulatory exam and is registered to provide services in Delaware, New Jersey, Pennsylvania, and Texas. Currently, Sara is part of Bryn Mawr Capital Management, LLC, which operates out of Rehoboth Beach, Delaware. The firm has 5 offices and 50 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Bryn Mawr Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bryn Mawr Capital Management, LLC Brokerage Details
$3,035,760,870
50
3,390
$895,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Sara Lawson Work History
Bryn Mawr Capital Management, LLC
Bell Rock Capital, LLC
Malvern Federal Savings Bank
Connectone Bank
Union Center National Bank
Invest Financial Corporation
Disclosures
Please visit the SEC profile of Sara Lawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bryn Mawr Capital Management, LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Rehoboth Beach, DE
Berwyn, PA
Philadelphia, PA
Wilmington, DE
Philadelphia, PA
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