Cumberland Advisors
Cumberland Advisors (CRD# 107964) is a financial advisory firm headquartered in Sarasota, FL. They manage $4,083,396,277 in 3,007 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,083MILLION
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Total Number of Accounts3,007ACCOUNTS
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Average Account Value$1,357,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
Matthew McAleer (CRD# 2215933) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 28 years of experience in the finance industry.
Michael McNiven (CRD# 5676699) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 12 years of experience in the finance industry.
John Mousseau (CRD# 1331715) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 37 years of experience in the finance industry.
Mark Myers (CRD# 7080993) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 3 years of experience in the finance industry.
Therese Pantalione (CRD# 1523804) is an Investment Advisor Representative working at Cumberland Advisors in Vineland, NJ and has over 19 years of experience in the finance industry.
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.
Andrew Crawford (CRD# 4733233) is an Investment Advisor Representative working at Cumberland Advisors in Richmond, VA and has over 17 years of experience in the finance industry.
Christopher Drago (CRD# 1972171) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 28 years of experience in the finance industry.
Todd Engelhardt (CRD# 1556820) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 27 years of experience in the finance industry.
Charles Metzler (CRD# 6862770) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 4 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.