Sony
Mathew
Bryn Mawr Capital Management, LLC
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About this Advisor
Sony Mathew is a financial advisor based in Philadelphia, Pennsylvania, working with Bryn Mawr Capital Management, LLC. Sony has previously held positions at The Vanguard Group, Inc, Lafayette College Writing Program, Rosenbach Library & Museum, Fineman, Krekstein & Harris P.C, Stradley Ronon Stevens & Young Llp, Duane Morris Llp, Lafayette College, Bryn Mawr Capital Management - Wsfs Bank, and was a recent college graduate. Sony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Sony is part of Bryn Mawr Capital Management, LLC, which operates out of Philadelphia, Pennsylvania. 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
Sony Mathew Work History
Bryn Mawr Capital Management - Wsfs Bank
The Vanguard Group, Inc
Unemployed- Recent College Graduate
Rosenbach Library & Museum
Fineman, Krekstein & Harris P.C
Stradley Ronon Stevens & Young Llp
Lafayette College Writing Program
Duane Morris Llp
Lafayette College
Disclosures
Please visit the SEC profile of Sony Mathew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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