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James Andrew Wylie

SPOUTING ROCK ASSET MANAGEMENT, LLC·BRYN MAWR, Pennsylvania
SIE, Series 3, Series 7, Series 26, Series 63, Series 72Clean record1 years registeredSPOUTING ROCK ASSET MANAGEMENT, LLC
925 W. LANCASTER AVE., BRYN MAWR, PA 19010CRD# 2181468Firm CRD# 150516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Andrew Wylie · BRYN MAWR, PA
Registration
CRD #2181468 · SPOUTING ROCK ASSET MANAGEMENT, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

INTECH
May 2025 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 26
Series 63
Series 72
Registration record
First registered · May 12, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPOUTING ROCK ASSET MANAGEMENT, LLC
CRD 150516 · SEC 801-80642
AUM
$455M
Regulatory assets under management
Employees
44
187 client accounts
Services offered by SPOUTING ROCK ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SPOUTING ROCK ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Andrew Wylie offer?
James Andrew Wylie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are James Andrew Wylie's credentials?
James Andrew Wylie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Wylie located?
James Andrew Wylie is based in BRYN MAWR, Pennsylvania, working with SPOUTING ROCK ASSET MANAGEMENT, LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does James Andrew Wylie charge for services?
James Andrew Wylie's firm is compensated through percentage of aum, performance-based fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPOUTING ROCK ASSET MANAGEMENT, LLC?
SPOUTING ROCK ASSET MANAGEMENT, LLC has approximately 44 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPOUTING ROCK ASSET MANAGEMENT, LLC

Marc J Brookman
BRYN MAWR, PA
Michael Alfred Hullings
BRYN MAWR, PA

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