Chief Compliance Officer · Cumberland Advisors
Giselle Casella
CRD 4998512 · Named on Form ADV at 9 SEC-registered advisers
At a glance
Cumberland Advisors, an SEC-registered wealth manager based in Sarasota, FL with $3.2 billion in regulatory assets, lists Giselle Casella on its Form ADV as Chief Compliance Officer. The SEC filings also name Giselle at 8 other registered advisers.
Firms and roles
- Cumberland AdvisorsChief Compliance OfficerWealth manager · Sarasota, FL · $3.2B in regulatory assets
- Avenir Management Company, LLCChief Compliance OfficerPrivate fund adviser · New York, NY · $2.8B in regulatory assets
- L2 Asset Management, LLCChief Compliance OfficerAsset manager · United States · $1.3B in regulatory assets
- Integrity Fixed Income ManagementChief Compliance OfficerAsset manager · Orlando, FL · $921M in regulatory assets
- Pilgrim Global Advisors LLCChief Compliance OfficerPrivate fund adviser · Reno, NV · $884M in regulatory assets
- Terramont Infrastructure Management LLCChief Compliance OfficerPrivate fund adviser · New York, NY · $550M in regulatory assets
- True Wealth Advisory GroupChief Compliance OfficerAsset manager · Miami, FL · $240M in regulatory assets
- Lane Generational LLCChief Compliance OfficerWealth manager · United States · $139M in regulatory assets
- Kailash Capital Research LLCChief Compliance OfficerAsset manager · United States · $0M in regulatory assets
AtlasMembers
Giselle’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 each firm
- 9 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (25)
- 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
20 more people named with Giselle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 25 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Giselle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.