RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Paul Albert Edling Cummings
- Title
- Partner, Chief Wealth Officerreportedtranscendcapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Paul is a Partner and Chief Wealth Officer at Transcend Capital Advisors.”reportedtranscendcapital.comthe sentence on the bio page
- Years, as the firm states
- 30reportedtranscendcapital.com“He has over 30 years of experience in the investments, wealth management and family office markets, as well as in philanthropic consulting.”
- Business email
- pcummings@transcendcapital.comreportedtranscendcapital.comfirm site, Sep 15, 2026
- Professional profile
- transcendcapital.com/teams/paul-cummingsreportedtranscendcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Arax Advisory Partners BD affiliated currentsince Aug 19, 2026 · Madison, Nj
- Transcend Capital Advisors, LLC independent RIA currentsince May 23, 2025 · Madison, Nj
- Corient independent RIAFeb 6, 2025 to Apr 30, 2025 · New York, Ny
- Geller Advisors LLC formerMay 14, 2024 to Mar 28, 2025 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 15, 2011 to Oct 22, 2012 · New York, Ny
- Corient to Transcend Capital Advisors, LLCleft Apr 30, 2025, registered May 23, 2025 (23 days) · RIA to RIA
- Geller Advisors LLC to Corientleft Mar 28, 2025, registered Feb 6, 2025 (-50 days) · RIA to RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Geller Advisors LLCleft Oct 22, 2012, registered May 14, 2024 (4222 days) · Wirehouse to independent RIA
- Paul Albert Edling Cummings left Corient for Transcend Capital Advisors, Llc (registered 2025-05-23)Apr 30, 2025 · Advisor changed firm · fact
- Paul Albert Edling Cummings left Geller Advisors Llc for Corient (registered 2025-02-06)Mar 28, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address