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President of Private Wealth Management · Cumberland Advisors

Matthew C. McAleer

CRD 2215933 · 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 Matthew C. McAleer on its Form ADV as President of Private Wealth Management, a control person.

Firms and roles

  • Cumberland AdvisorsPresident of Private Wealth ManagementWealth manager · Sarasota, FL · $3.2B in regulatory assets

AtlasMembers

Matthew’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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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)

1 more person named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.