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Philip C Wagner

Bryn Mawr Capital Management, LLC

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About Philip C Wagner

Philip Wagner is a financial advisor registered with the state of Pennsylvania. Philip is currently affiliated with Bryn Mawr Capital Management, LLC, which is a Registered Investment Advisor firm based in Philadelphia. Philip has been in the industry since June 2010. Philip has a Series 65 license and a Chartered Financial Analyst designation. Philip has over 13 years of experience in the financial services industry.

Firm Information

Philip Wagner 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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Philip Wagner’s Registration & Firm History

PA

08/24/2023 - Present

Bryn Mawr Capital Management, LLC (Berwyn PA)

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Licenses & Designations

IA

Issued 10/29/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip C Wagner.
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