TrueAdvisor
TrueAdvisor
DC
DC

Donna Marie Cunningham

Bryn Mawr Capital Management, LLC
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Bryn Mawr Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Commonwealth Financial Network
August 2016 - May 2023 · 6 yrs 9 mos
Commonwealth Financial NetworkBroker
July 2016 - May 2023 · 6 yrs 10 mos
Pershing LLCBroker
May 2008 - August 2012 · 4 yrs 3 mos
Lockwood Advisors INC
May 2008 - August 2012 · 4 yrs 3 mos
Hornor, Townsend & Kent, INC.
August 2006 - May 2008 · 1 yr 9 mos
Hornor, Townsend & Kent, INC.Broker
December 2003 - May 2008 · 4 yrs 5 mos
1717 Capital Management CompanyBroker
July 2002 - December 2003 · 1 yr 5 mos
Investec INC.Broker
March 1999 - July 2002 · 3 yrs 4 mos
Pruco Securities CorporationBroker
April 1993 - April 1994 · 1 yr
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.