Todd EngelhardtCRD Number: 1556820
Current Firm: Cumberland Advisors
Todd Engelhardt (CRD# 1556820) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 26 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Raymond James & Associates, Inc.
|Cumberland Advisors||Sarasota, FL||Oct 2019 - Current||2|
|Jp Morgan Securities LLC||Bradenton, FL||Dec 2016 - Oct 2019||2|
|Jp Morgan Chase||Bradenton, FL||Dec 2016 - Oct 2019||2|
|Investorcoach||Bradenton, FL||Sep 2012 - Dec 2016||4|
|Keiser University||Sarasota, FL||Jan 2016 - Apr 2016||< 1|
|Publix Super Markets, Inc.||Bradenton, FL||Oct 2015 - Jan 2016||< 1|
|Wells Fargo Advisors Financial Network, LLC||Sarasota, FL||Sep 2012 - Aug 2013||< 1|
|Fifth Third Asset Management||Sarasota, FL||May 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management3,955MILLIONS
Total Number of Accounts2,856ACCOUNTS
Average Account Value$1,384,833
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Market timing services
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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