Unclaimed Profile

Kelli Kristin Hill

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Series 6, Series 63, Series 65Clean record24 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 1316798Firm CRD# 107964

Profile Verification

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

Identity

Kelli Kristin Hill · SARASOTA, FL

Registration

CRD #1316798 · CUMBERLAND ADVISORS INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUMBERLAND ADVISORS INC

CURIAN CAPITAL, LLC

Aug 2014 – Mar 2016

DENVER, CO

CUMBERLAND ADVISORS

Feb 2014 – Jul 2014

SARASOTA, FL

ASHFIELD CAPITAL PARTNERS

Feb 2008 – Jan 2011

SAN FRANCISCO, CA

ASHFIELD & CO INC

Nov 2006 – Jul 2007

SAN FRANCISCO, CA

PUTNAM INVESTMENT MANAGEMENT, LLC

Feb 2002 – Nov 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUMBERLAND ADVISORS INC

CRD 107964 · SEC 801-55344

AUM

$3.4B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Kelli Kristin Hill offer?

Kelli Kristin Hill specializes in Investment Management, Retirement Planning, Wealth Management.

What are Kelli Kristin Hill's credentials?

Kelli Kristin Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelli Kristin Hill located?

Kelli Kristin Hill is based in SARASOTA, Florida, last registered with CUMBERLAND ADVISORS INC.

How does Kelli Kristin Hill charge for services?

Kelli Kristin Hill'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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