Unclaimed Profile

Jerome Irwin Marcus

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Clean recordCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 6962504Firm CRD# 107964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerome Irwin Marcus · SARASOTA, FL

Registration

CRD #6962504 · CUMBERLAND ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jerome Irwin Marcus is a registered financial advisor based in SARASOTA, Florida, affiliated with CUMBERLAND ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CUMBERLAND ADVISORS INC

CUMBERLAND ADVISORS

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CUMBERLAND ADVISORS INC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other advisory services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: MODEL DELIVERY FEES

Regulatory

SEC/IARD CRD# 6962504

Firm CRD# 107964

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerome Irwin Marcus offer?

Jerome Irwin Marcus specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.

What are Jerome Irwin Marcus's credentials?

Jerome Irwin Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerome Irwin Marcus located?

Jerome Irwin Marcus is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Jerome Irwin Marcus charge for services?

Jerome Irwin Marcus'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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