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Rebecca Cummings

NORTHEAST ADVISERS INC·PAOLI, Pennsylvania
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163 W. LANCASTER AVE, PAOLI, PA 19301CRD# 6508052Firm CRD# 108835
01

About

Rebecca Cummings is a registered financial advisor based in PAOLI, Pennsylvania, affiliated with NORTHEAST ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHEAST ADVISERS INC
NORTHEAST ADVISERS, INC.
AUM
$517M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NORTHEAST ADVISERS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6508052
Firm CRD# 108835
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Cummings offer?
Rebecca Cummings specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.
What are Rebecca Cummings's credentials?
Rebecca Cummings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Cummings located?
Rebecca Cummings is based in PAOLI, Pennsylvania, working with NORTHEAST ADVISERS INC. Their office serves clients in the PAOLI metropolitan area and surrounding communities.
How does Rebecca Cummings charge for services?
Rebecca Cummings's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHEAST ADVISERS INC?
NORTHEAST ADVISERS INC has approximately 4 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PAOLI
Therese Marianne Eringi — ELECT-INVEST.COM,INC.Terry Elizabeth Wilson — ELECT-INVEST.COM,INC.David Andrew Weikert — MERION WEALTH PARTNERS, LLCElizabeth Ann Hannigan — MERION WEALTH PARTNERS, LLCPeter August Breuninger — ELECT-INVEST.COM,INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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