Chief Compliance Officer · Bryn Mawr Trust Advisors, LLC
Donna M. Cunningham
CRD 2315056 · Named on Form ADV at one SEC-registered adviser
At a glance
Bryn Mawr Trust Advisors, LLC, an SEC-registered wealth manager based in Philadelphia, PA with $3.5 billion in regulatory assets, lists Donna M. Cunningham on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Bryn Mawr Trust Advisors, LLCChief Compliance OfficerWealth manager · Philadelphia, PA · $3.5B in regulatory assets
AtlasMembers
Donna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Robert J. SchneiderPresident, Chairman of the Board, Bryn Mawr Trust Advisors, LLC
- Jamie P. HopkinsChief Wealth Officer, Bryn Mawr Trust Advisors, LLC
- Jasmine Z. YuChief Investment Officer, Bryn Mawr Trust Advisors, LLC
- Jacquelyn K. BlueChief Operating Officer, Bryn Mawr Trust Advisors, LLC
- Sandra L. WhalenBoard Member, Bryn Mawr Trust Advisors, LLC
2 more people named with Donna on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.