Charles Otto Posnecker IV
Investment Adviser Representative at BRYN MAWR Trust Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Otto Posnecker IV is an investment adviser representative with BRYN MAWR Trust Advisors, LLC in Philadelphia, PA, where they have been registered since 2023. They have worked in the securities industry since 2018 and were previously registered with Cypress Capital Management, LLC. They are registered to provide investment advice in Delaware and Pennsylvania.
Registrations & licenses
- Investment adviser:
- Delaware, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cypress Capital Management - merged into Bryn Mawr as of 1/1/23Sep 2017 – Dec 2022Greenville, DE
- Christiana TrustMay 2005 – Sep 2017Greenville, DE
- BRYN MAWR Capital Management, LLCJan 2023 – no end date reportedGreenville, DE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BRYN MAWR Trust Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and wealth planning, investment management, trust and estate services, private banking, and corporate retirement plans including investment advisory and fiduciary services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-108434
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Otto Posnecker IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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