Unclaimed Profile

Mark James Myers

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Series 65Clean record7 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 7080993Firm CRD# 107964

Profile Verification

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

Identity

Mark James Myers · SARASOTA, FL

Registration

CRD #7080993 · CUMBERLAND ADVISORS INC · 7 years registered

Brand Profile

Not yet started

Career History

CUMBERLAND ADVISORS

Jul 2020 – present

CUMBERLAND ADVISORS

Mar 2019 – Nov 2019

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 7, 2019

Years registered · 7

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 Mark James Myers offer?

Mark James Myers specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.

What are Mark James Myers's credentials?

Mark James Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark James Myers located?

Mark James Myers is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Mark James Myers charge for services?

Mark James Myers'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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