William Witherell, financial advisor Sarasota FL

William Witherell

CRD Number: 5063601
Current Firm: Cumberland Advisors

William Witherell (CRD# 5063601) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Oecd Paris, Oct 2005 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for William H. Witherell
Phone Number: 800-257-7013
Firm Website: http://www.cumber.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,955
    MILLIONS
  • Total Number of Accounts
    2,856
    ACCOUNTS
  • Average Account Value
    $1,384,833
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 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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