Princeton, NJ Office

Team
Updated today

Client AUM

$3,307,218,949

Clients

1,335

Advisors

2

Of 55 advisors across 7 offices

Location

47 Hulfish Street, Suite 320

Princeton NJ 08542

Advisors at this office

2

Advisors at this office

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Steve N

Series 63, Series 66

Princeton, NJ

Bryn Mawr Trust Advisors, LLC

Steve Nguyen is a financial advisor at Bryn Mawr Trust Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, and Sovereign Bank. Outside of advising, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, and corporations. The firm offers customized investment strategies using a range of vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other entities, combining bank and trust company affiliations with multi-team advisory services.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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Ansh G

Series 65, Series 63

Princeton, NJ

Bryn Mawr Trust Advisors, LLC

Ansh Gandhi is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 63 licenses. He has held positions at PGIM, KPMG, Keller Williams, and Rutgers University, among others, accumulating experience across multiple industries. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, employing a multi-asset approach with a combination of proprietary solutions, third-party platforms, and both active and passive managers.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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