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Joseph Vincent Furey

Bryn Mawr Capital Management, LLC

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About Joseph Vincent Furey

Joseph Furey is a financial advisor currently registered with Bryn Mawr Capital Management, LLC. Joseph has been in the financial industry for over 8 years. Joseph has a Series 7, Series 63 and SIE licenses. Joseph also holds the Certified Financial Planner designation. Joseph previously worked for Charles Schwab & Co., Inc. and UBS Financial Services Inc. Joseph has a history of providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations. Joseph has a strong track record of helping clients achieve their financial goals.

Firm Information

Joseph Furey is currently registered with Bryn Mawr Capital Management, LLC. Bryn Mawr Capital Management, LLC is an investment advisor registered with the SEC. The firm, based in Philadelphia, PA, offers a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $3 billion in assets for high-net-worth individuals, charitable organizations, pensions and profit-sharing plans, corporations, and other investment advisors.
Bryn Mawr Capital Management, LLC

1818 MARKET STREET

PHILADELPHIA, PA 19103

$3.04B

Assets Under Management

322

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Furey’s Registration & Firm History

PA

04/05/2024 - Present

Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)

NJ

04/01/2022 - 04/12/2024

CHARLES SCHWAB & CO., INC. (Marlton NJ)

FL

09/11/2020 - 09/20/2021

UBS FINANCIAL SERVICES INC. (TAMPA FL)

FL

06/16/2016 - 09/22/2020

J.P. MORGAN SECURITIES LLC (Tampa FL)

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Licenses & Designations

BC

Issued 07/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Vincent Furey.
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