President of Asset Management · Cumberland Advisors
Benjamin C. Pease
CRD 4040232 · Named on Form ADV at one SEC-registered adviser
At a glance
Cumberland Advisors, an SEC-registered wealth manager based in Sarasota, FL with $3.2 billion in regulatory assets, lists Benjamin C. Pease on its Form ADV as President of Asset Management, a control person.
Firms and roles
- Cumberland AdvisorsPresident of Asset ManagementWealth manager · Sarasota, FL · $3.2B in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- John R. MousseauChief Investment Officer, Cumberland Advisors
- Phyllis A. StreitTreasurer, Chief Financial Officer, Cumberland Advisors
- Mark J. MyersChief Operating Officer, Cumberland Advisors
- Matthew C. McAleerPresident of Private Wealth Management, Cumberland Advisors
- Donna M. JacksonManaging Director of Operations & IT, Cumberland Advisors
1 more person named with Benjamin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.