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Michael Dennis Mcniven

CUMBERLAND ADVISORS INC·SARASOTA, Florida
Series 65Clean record17 years registeredCUMBERLAND ADVISORS INC
ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 5676699Firm CRD# 107964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Dennis Mcniven · SARASOTA, FL
Registration
CRD #5676699 · CUMBERLAND ADVISORS INC · 17 years registered
Brand Profile
Not yet started
01

Career History

Feb 2020present
Jun 2009Nov 2019
VINELAND, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 8, 2009
Years registered · 17
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
Introduction

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05

Frequently Asked Questions

What services does Michael Dennis Mcniven offer?
Michael Dennis Mcniven specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Michael Dennis Mcniven's credentials?
Michael Dennis Mcniven is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Dennis Mcniven located?
Michael Dennis Mcniven is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Michael Dennis Mcniven charge for services?
Michael Dennis Mcniven'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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