AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DC

Donna M. Cunningham

BRYN MAWR TRUST ADVISORS
Wilmington, DE 19809
Some features on this profile are disabled
CRD#: 2315056
DC

Professional summary

Donna Marie Cunningham, who also goes by Donna M Cunningham, Donna Marie Henning, Donna S Henning, Donna Marie Synnamon, Donna Marie Synnamonhenning, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Wilmington, Delaware.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Donna has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna M Cunningham | Donna Marie Henning | Donna S Henning | Donna Marie Synnamon | Donna Marie Synnamonhenning

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Cunningham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 6, 2023 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 300 Bellevue Parkway Suite 300, Wilmington, DE 19809
RIA
CRD#: 285359
Wilmington, DE
Past

August 2, 2016 - May 19, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Wilmington, DE
Past

July 29, 2016 - May 19, 2023

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Wilmington, DE
Past

May 19, 2008 - August 8, 2012

BNY ADVISORS

RIA
CRD#: 106108
MALVERN, PA
Past

May 19, 2008 - August 8, 2012

PERSHING LLC

BD
CRD#: 7560
KING OF PRUSSIA, PA
Past

August 21, 2006 - May 8, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
PLYMOUTH MEETING, PA
Past

December 8, 2003 - May 8, 2008

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
PLYMOUTH MEETING, PA
Past

July 19, 2002 - December 9, 2003

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 30, 1999 - July 2, 2002

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

April 16, 1993 - April 26, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BM
BRYN MAWR TRUST ADVISORS, LLC
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)

CRD#: 285359 / SEC#: 801-108434

RIA
Registered Investment Advisory firm - (10/6/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(7/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2016
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/31/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/24/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/26/2016
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/28/2004
Municipal Securities Principal Examination

Current Firm

BM
BRYN MAWR TRUST ADVISORS, LLC
BMTA | WSFS CAPITAL MANAGEMENT, LLC | WEST CAPITAL MANAGEMENT | BRYN MAWR TRUST ADVISORS, LLC | BRYN MAWR CAPITAL MANAGEMENT, LLC | BRYN MAWR CAPITAL MANAGEMENT (FORMER NAME)

CRD#: 285359 / SEC#: 801-108434

RIA
Registered Investment Advisory firm - (10/6/2016 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1818 Market Street 22nd Floor, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 731-1820
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (6/30/2025)

Regulatory assets under management

Total Number of Accounts3,371
AUM (Assets Under Management)$ 3,011,732,671

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024
Cover Page
Report
04/09/2024
Cover Page
Report
02/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359Wilmington, DE 19809

TRUST BUT VERIFY

Monitor Donna Cunningham

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
Lawrence Earl Springer
Lawrence SpringerAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Hockessin, DE
BC
Benjamin ContehAdvisorCheck Check Mark
BARGELD FINANCIAL
IAR
Media, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics