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Donna Cunningham

Bryn Mawr Trust Advisors, LLC
24 Years of Experience
Wilmington, DE
View SEC Summary
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Donna Cunningham is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Wilmington, DE, with 24 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,409 clients with $3.5B in assets under management.

Bryn Mawr Trust Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,409 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

General investment management annual fees range from 0.30% to 1.00% based on a tiered schedule. Standalone fixed income accounts are 0.30%, standalone equity accounts are 0.60%, and discretionary participant account management is 0.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Bellevue Parkway, Suite 300, Wilmington, DE, 19809-0708

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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 · 3 yrs 3 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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