Cumberland Advisors

Cumberland Advisors (CRD# 107964) is a financial advisory firm headquartered in Sarasota, FL. They manage $2,665,533,015 in 2,000 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,666
    MILLION
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $1,332,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cumberland Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Michael G. Blackmon
CRD#: 844779
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
96
Wealthminder
score

Michael Blackmon (CRD# 844779) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 28 years of experience in the finance industry.

2
Patricia M. Healy
CRD#: 1632609
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
96
Wealthminder
score

Patricia Healy (CRD# 1632609) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 31 years of experience in the finance industry.

3
John R. Mousseau
CRD#: 1331715
One Sarasota Tower, 2 N Tamiami Tr, Sarasota, FL 34236
96
Wealthminder
score

John Mousseau (CRD# 1331715) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 33 years of experience in the finance industry.

4
Robert A. Eisenbeis
CRD#: 5485323
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

Robert Eisenbeis (CRD# 5485323) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 10 years of experience in the finance industry.

5
William R. Hannan
CRD#: 1228191
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

William Hannan (CRD# 1228191) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 32 years of experience in the finance industry.

6
David R. Kotok
CRD#: 1079081
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

David Kotok (CRD# 1079081) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 26 years of experience in the finance industry.

7
Robert R. Malvenda
CRD#: 1163722
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

Robert Malvenda (CRD# 1163722) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 25 years of experience in the finance industry.

8
Matthew C. McAleer
CRD#: 2215933
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

Matthew McAleer (CRD# 2215933) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 24 years of experience in the finance industry.

9
Michael D. McNiven
CRD#: 5676699
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

Michael McNiven (CRD# 5676699) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 8 years of experience in the finance industry.

10
Joel L. Naroff
CRD#: 4198602
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236
93
Wealthminder
score

Joel Naroff (CRD# 4198602) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 17 years of experience in the finance industry.

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