Chief Operating Officer · Cumberland Advisors
Mark J. Myers
CRD 7080993 · 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 Mark J. Myers on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Cumberland AdvisorsChief Operating OfficerWealth manager · Sarasota, FL · $3.2B in regulatory assets
AtlasMembers
Mark’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
- Locked
- Control-person status
- 1 firmLocked
- 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.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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 (6)
- John R. MousseauChief Investment Officer, Cumberland Advisors
- Phyllis A. StreitTreasurer, Chief Financial Officer, Cumberland Advisors
- Matthew C. McAleerPresident of Private Wealth Management, Cumberland Advisors
- Donna M. JacksonManaging Director of Operations & IT, Cumberland Advisors
- Benjamin C. PeasePresident of Asset Management, Cumberland Advisors
1 more person named with Mark 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 Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.