Unclaimed Profile

Nannette Leigh Sabo

CUMBERLAND ADVISORS INC·SARASOTA, Florida

SIE, Series 6, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 50, Series 63, Series 65Clean record18 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 2208766Firm CRD# 107964

Profile Verification

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

Identity

Nannette Leigh Sabo · SARASOTA, FL

Registration

CRD #2208766 · CUMBERLAND ADVISORS INC · 18 years registered

Brand Profile

Not yet started

Career History

VANGUARD MARKETING CORPORATION

May 2022 – present

VANGUARD ADVISERS, INC.

Apr 2022 – present

TEXAS FINANCIAL ADVISORY

Oct 2020 – Mar 2021

SAN ANTONIO, TX

AE WEALTH MANAGEMENT, LLC

Nov 2019 – Nov 2020

San Antonio, TX

J. W. COLE ADVISORS, INC.

Apr 2019 – Oct 2019

SAN ANTONIO, TX

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Aug 2017 – Apr 2019

San Antonio, TX

CUMBERLAND ADVISORS

Feb 2013 – May 2016

SARASOTA, FL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2009

BOCA RATON, FL

CITIGROUP GLOBAL MARKETS INC.

Jan 2008 – Jun 2009

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 50

Series 63

Series 65

Registration record

First registered · January 17, 2008

Years registered · 18

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 Nannette Leigh Sabo offer?

Nannette Leigh Sabo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.

What are Nannette Leigh Sabo's credentials?

Nannette Leigh Sabo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nannette Leigh Sabo located?

Nannette Leigh Sabo is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Nannette Leigh Sabo charge for services?

Nannette Leigh Sabo'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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