Unclaimed Profile

Jeffrey D Mills

BRYN MAWR CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

Series 7, Series 63Clean record4 years registeredBRYN MAWR CAPITAL MANAGEMENT, LLC

1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 4974578Firm CRD# 285359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey D Mills · PHILADELPHIA, PA

Registration

CRD #4974578 · BRYN MAWR CAPITAL MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRYN MAWR CAPITAL MANAGEMENT, LLC

BRYN MAWR CAPITAL MANAGEMENT, LLC

Jul 2022 – Jul 2023

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 22, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRYN MAWR CAPITAL MANAGEMENT, LLC

CRD 285359 · SEC 801-108434

AUM

$3.0B

Regulatory assets under management

Employees

3,390 client accounts

Services offered by BRYN MAWR CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRYN MAWR CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey D Mills offer?

Jeffrey D Mills specializes in Financial Planning, Investment Management.

What are Jeffrey D Mills's credentials?

Jeffrey D Mills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey D Mills located?

Jeffrey D Mills is based in PHILADELPHIA, Pennsylvania, last registered with BRYN MAWR CAPITAL MANAGEMENT, LLC.

How does Jeffrey D Mills charge for services?

Jeffrey D Mills's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRYN MAWR CAPITAL MANAGEMENT, LLC?

BRYN MAWR CAPITAL MANAGEMENT, LLC has approximately 50 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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