Cumberland Advisors
Cumberland Advisors (CRD# 107964) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,420,180,829 in 2,608 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management3,420MILLION
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Total Number of Accounts2,608ACCOUNTS
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Average Account Value$1,311,419
- 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 pooled investment vehicles (other than investment companies)
- 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
John Mousseau (CRD# 1331715) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 39 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 5 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 21 years of experience in the finance industry.
David Berson (CRD# 7657029) is an Investment Advisor Representative working at Cumberland Advisors in Kiawah Island, SC and has 1 year 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 19 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 29 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 6 years of experience in the finance industry.
Benjamin Pease (CRD# 4040232) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 24 years of experience in the finance industry.