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Quiaunna Elizabeth Powell

Bryn Mawr Capital Management, LLC

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About Quiaunna Elizabeth Powell

Quiaunna Elizabeth Powell is an Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Quiaunna has been in the financial services industry for over six years and is registered with the state of Delaware. Quiaunna has experience in providing investment advice to individuals and charitable organizations. Quiaunna holds the Series 63, Series 65, and Series 6TO licenses. Quiaunna is dedicated to helping her clients achieve their financial goals. Prior to joining Bryn Mawr Capital Management, Quiaunna worked for Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.

Firm Information

Quiaunna Powell 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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Quiaunna Powell’s Registration & Firm History

DE

04/10/2024 - Present

Bryn Mawr Capital Management, LLC (Rehoboth Beach DE)

DE

01/12/2024 - 04/12/2024

WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON DE)

DE

08/18/2023 - 12/20/2023

J.P. MORGAN SECURITIES LLC (Middletown DE)

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Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Quiaunna Elizabeth Powell.
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