Cumberland Partners, LLC

Cumberland Partners, LLC (CRD# 153330) is a financial advisory firm headquartered in Memphis, TN. They serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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.

CA, DE, FL, IL, MA, MI, NY, OH, PA, TN, TX

Financial Advisors at Cumberland Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew L. Morice
CRD#: 1934692
6750 Poplar Avenue, Suite 201, Memphis, TN 38138
96
Wealthminder
score

Matthew Morice (CRD# 1934692) is an Investment Advisor Representative working at Cumberland Partners, LLC in Memphis, TN and has over 28 years of experience in the finance industry.

2
Andrew G. Taylor
CRD#: 4342791
6750 Poplar Avenue, Suite 201, Memphis, TN 38138
92
Wealthminder
score

Andrew Taylor (CRD# 4342791) is an Investment Advisor Representative working at Cumberland Partners, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

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