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Benjamin Curtis Pease

CUMBERLAND ADVISORS INC·SARASOTA, Florida
Series 4, Series 7, Series 63, Series 65Clean record2 years registeredCUMBERLAND ADVISORS INC
ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 4040232Firm CRD# 107964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Curtis Pease · SARASOTA, FL
Registration
CRD #4040232 · CUMBERLAND ADVISORS INC · 2 years registered
Brand Profile
Not yet started
01

Career History

CUMBERLAND ADVISORS
Mar 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 63
Series 65
Registration record
First registered · March 20, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CUMBERLAND ADVISORS INC
CRD 107964 · SEC 801-55344
AUM
$3.4B
Regulatory assets under management
Employees
44
2,608 client accounts
Services offered by CUMBERLAND ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other advisory services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CUMBERLAND ADVISORS INC →
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05

Frequently Asked Questions

What services does Benjamin Curtis Pease offer?
Benjamin Curtis Pease specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Benjamin Curtis Pease's credentials?
Benjamin Curtis Pease is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Curtis Pease located?
Benjamin Curtis Pease is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Benjamin Curtis Pease charge for services?
Benjamin Curtis Pease's firm is compensated through percentage of aum, hourly charges, subscription fees, other: model delivery fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUMBERLAND ADVISORS INC?
CUMBERLAND ADVISORS INC has approximately 44 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CUMBERLAND ADVISORS INC

Kelli Kristin Hill
SARASOTA, FL
Nannette Leigh Sabo
SARASOTA, FL
Robert Allen Eisenbeis
SARASOTA, FL
John Robert Mousseau
SARASOTA, FL
Michael Dennis Mcniven
SARASOTA, FL
Robert Rodrigo Malvenda
SARASOTA, FL

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Research
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