Donniecia
Cummings
Pactolus
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About this Advisor
Donniecia Cummings is a financial advisor operating out of Vienna, Virginia with a total of 4 years of industry experience. Cummings is an employee of Pactolus. Cummings has gained experience at Time Warner Cable, Huntington National Bank, Safelite, The State Of Ohio, The Ohio State University, Capital University, Morgan Stanley, Pactolus Capital Partners, Pactolus Private Wealth Management LLC, Bank Of America and Jpmorgan Securities LLC. Cummings has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Pactolus is a firm operating out of Vienna, VA. It has $180 million in assets among its 368 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 368 accounts, 98% are held by high-net-worth clients who have greater than $1 million in assets. Pactolus performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Pactolus most likely consist of some blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pactolus Brokerage Details
$180,231,165
14
368
$489,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Donniecia Cummings Work History
Donniecia has been registered as a financial advisor for 4 years.*
Pactolus Capital Partners
Pactolus Private Wealth Management LLC
Morgan Stanley
Jpmorgan Securities LLC
Morgan Stanley
Bank Of America
Time Warner Cable
Safelite
Huntington National Bank
Capital University
The State Of Ohio
The Ohio State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donniecia Cummings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pactolus
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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