Unclaimed Profile

Donna M Cunningham

BRYN MAWR CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65, Series 66Clean record19 years registeredBRYN MAWR CAPITAL MANAGEMENT, LLC

1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2315056Firm CRD# 285359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna M Cunningham · PHILADELPHIA, PA

Registration

CRD #2315056 · BRYN MAWR CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BRYN MAWR TRUST ADVISORS, LLC

Jul 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Aug 2016 – May 2023

Wilmington, DE

LOCKWOOD ADVISORS INC

May 2008 – Aug 2012

MALVERN, PA

HORNOR, TOWNSEND & KENT, INC.

Aug 2006 – May 2008

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · August 21, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRYN MAWR CAPITAL MANAGEMENT, LLC

CRD 285359 · SEC 801-108434

AUM

$3.0B

Regulatory assets under management

Employees

3,390 client accounts

Services offered by BRYN MAWR CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRYN MAWR CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donna M Cunningham offer?

Donna M Cunningham specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Donna M Cunningham's credentials?

Donna M Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna M Cunningham located?

Donna M Cunningham is based in PHILADELPHIA, Pennsylvania, working with BRYN MAWR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Donna M Cunningham charge for services?

Donna M Cunningham'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 BRYN MAWR CAPITAL MANAGEMENT, LLC?

BRYN MAWR CAPITAL MANAGEMENT, LLC has approximately 50 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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