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Financial ADVSR advisor directory · SEC adviser records

Cumberland Advisors financial advisors in Sarasota, FL

Every SEC-registered investment adviser representative at a Cumberland Advisors office in Sarasota, A to Z.

The short answer

13 registered advisors work at Cumberland Advisors in Sarasota, out of 15 at the firm nationwide; it ranks number 21 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cumberland Advisors advisors in Sarasota, A to Z

Every Cumberland Advisors advisor →

Cumberland Advisors advisors in other cities

Basking Ridge, NJ 1St. Augustine, FL 1

Other firms in Sarasota

All Sarasota advisors →

Morgan Stanley 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Strategic Advisers LLC 38LPL Financial LLC 36Wells Fargo Clearing Services, LLC 35Ameriprise Financial Services, LLC 28Raymond James & Associates, Inc. 26RBC Capital Markets, LLC 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 21Stifel, Nicolaus & Company, Incorporated 19

Questions

How many financial advisors does Cumberland Advisors have in Sarasota?

13 investment adviser representatives are registered at Cumberland Advisors offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cumberland Advisors one of the largest advisor employers in Sarasota?

Cumberland Advisors ranks number 21 in Sarasota by registered advisors; Morgan Stanley has the most, with 90.

How do I check a Cumberland Advisors advisor in Sarasota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cumberland Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.