PC
PC

Paul Albert Edling Cummings

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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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
Transcend Capital Advisors, LLC
May 2025 - Present · 9 mos
Previous Registrations
Corient
February 2025 - April 2025 · 2 mos
Geller Advisors LLC
May 2024 - March 2025 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - October 2012 · 1 yr 8 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.