Unclaimed Profile

Matthew Craig Mcaleer

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Series 6, Series 7, Series 63, Series 65Clean record19 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 2215933Firm CRD# 107964

Profile Verification

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

Identity

Matthew Craig Mcaleer · SARASOTA, FL

Registration

CRD #2215933 · CUMBERLAND ADVISORS INC · 19 years registered

Brand Profile

Not yet started

Career History

CUMBERLAND ADVISORS

Feb 2014 – present

HUDSON CANYON INVESTMENT COUNSELORS LLC

Aug 2012 – Mar 2014

RED BANK, NJ

CLASSIC ASSET MANAGEMENT, LLC

Apr 2007 – Dec 2009

COLTS NECK, NJ

RBC DAIN RAUSCHER INC.

Jan 2007 – May 2007

SHREWSBURY, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2007

Years registered · 19

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 Matthew Craig Mcaleer offer?

Matthew Craig Mcaleer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.

What are Matthew Craig Mcaleer's credentials?

Matthew Craig Mcaleer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Craig Mcaleer located?

Matthew Craig Mcaleer is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Matthew Craig Mcaleer charge for services?

Matthew Craig Mcaleer'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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