Jeffrey
Mills
Bryn Mawr Capital Management, LLC
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About this Advisor
Jeffrey Mills is a financial advisor based out of Philadelphia, Pennsylvania who has 1 year of relevant experience. Mills works at Bryn Mawr Capital Management, LLC. Throughout their career, they have worked at Pnc Capital Markets, Pnc Asset Management Group and Bryn Mawr Trust Wealth Management. Mills maintains a Series 63 license, qualifying them as a securities representative, and is approved to work in Pennsylvania. Bryn Mawr Capital Management, LLC is a financial advisory company headquartered in Philadelphia, PA. The company has a total of 34 employees. It oversees $2 billion in assets under management across its 2,204 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 2,204 client accounts, 65% belong to high-net-worth investors who have more than $1 million in assets. Bryn Mawr Capital Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which service is offered. However, fee types billed 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
Jeffrey Mills Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Bryn Mawr Trust Wealth Management
Pnc Capital Markets
Pnc Asset Management Group
*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 Jeffrey Mills 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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