Charles Metzler, financial advisor Sarasota FL

Charles Metzler

CRD Number: 6862770
Current Firm: Cumberland Advisors

Charles Metzler (CRD# 6862770) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 6 years of experience in the finance industry. Charles Metzler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Cumberland Advisors, Inc. Sarasota, FL Nov 2020 - Current 3
Riversource Distributors Inc. Minneapolis, MN Sep 2017 - Oct 2020 3
None Chicago, IL Jul 2017 - Sep 2017 < 1
University Of Missouri Columbia, MO Aug 2012 - Jul 2017 4
Columbia Country Club Columbia, MO Sep 2016 - Nov 2016 < 1
Oak Lawn Ice Arena Oak Lawn, IL Oct 2011 - Jan 2016 4
University Of Missouri Campus Facilities Columbia, MO Mar 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
Contact Info for Charles W. Metzler
Phone Number: 800-257-7013
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,420
    MILLIONS
  • Total Number of Accounts
    2,608
    ACCOUNTS
  • Average Account Value
    $1,311,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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