Anthony
Natale
Bryn Mawr Capital Management, LLC
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About this Advisor
Anthony Natale is a chartered financial analyst who works out of Philadelphia, Pennsylvania. Natale is an employee of Bryn Mawr Capital Management, LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Bryn Mawr Trust, Quasar Distributors, LLC and Bryn Mawr Capital Management, LLC. Natale has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Bryn Mawr Capital Management, LLC is a financial advisory firm headquartered in Philadelphia, PA. The investment advisory business has a total of 34 financial advisors. It controls $2 billion in assets between its 2,204 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 19 charitable organizations. Of its 2,204 accounts, 65% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules are based on which services are offered. However, fees charged by Bryn Mawr Capital Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bryn Mawr Capital Management, LLC Brokerage Details
$1,840,983,600
34
2,204
$835,292
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Anthony Natale Work History
Anthony has been registered as a financial advisor for 0 years.*
Bryn Mawr Capital Management, LLC
Quasar Distributors, LLC
Bryn Mawr Trust
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Natale 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
Wilmington, DE
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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