Cumberland Advisors

Cumberland Advisors (CRD# 107964) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,955,084,190 in 2,856 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,955
    MILLION
  • 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
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 20 top financial advisors.
1
Michael G. Blackmon
CRD#: 844779
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Michael Blackmon (CRD# 844779) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 31 years of experience in the finance industry.

2
Shaun M. Burgess
CRD#: 6341644
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Shaun Burgess (CRD# 6341644) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 7 years of experience in the finance industry.

3
Gaole Chen
CRD#: 6611559
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Gaole Chen (CRD# 6611559) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 5 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

Robert Eisenbeis (CRD# 5485323) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 14 years of experience in the finance industry.

5
William R. Hannan
CRD#: 1228191
Manhasset State, NY

William Hannan (CRD# 1228191) is an Investment Advisor Representative working at Cumberland Advisors in Manhasset State, NY and has over 36 years of experience in the finance industry.

6
Patricia M. Healy
CRD#: 1632609
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Patricia Healy (CRD# 1632609) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 34 years of experience in the finance industry.

7
Daniel T. Himelberger
CRD#: 6173258
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Daniel Himelberger (CRD# 6173258) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 7 years of experience in the finance industry.

8
Donna M. Jackson
CRD#: 6398847
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Donna Jackson (CRD# 6398847) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 7 years of experience in the finance industry.

9
David R. Kotok
CRD#: 1079081
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

David Kotok (CRD# 1079081) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 30 years of experience in the finance industry.

10
Timothy J. Lyle
CRD#: 1111138
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

Timothy Lyle (CRD# 1111138) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 38 years of experience in the finance industry.

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