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).

By the Numbers
  • Total Assets Under Management
    4,083
    MILLION
  • Total Number of Accounts
    3,007
    ACCOUNTS
  • Average Account Value
    $1,357,964
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 11 - 20 of 20 top financial advisors.
11
Matthew C. McAleer
CRD#: 2215933
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

12
Michael D. McNiven
CRD#: 5676699
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

13
John R. Mousseau
CRD#: 1331715
One Sarasota Tower, 2 N Tamiami Tr, Sarasota, FL 34236

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.

14
Mark J. Myers
CRD#: 7080993
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

15
Therese M. Pantalione
CRD#: 1523804
614 Landis Ave., Vineland, NJ 08360

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.

16
William H. Witherell
CRD#: 5063601
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

17
Andrew D. Crawford
CRD#: 4733233
Richmond, VA

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.

18
Christopher L. Drago
CRD#: 1972171
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

19
Todd E. Engelhardt
CRD#: 1556820
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

20
Charles W. Metzler
CRD#: 6862770
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236

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.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.