Unclaimed Profile

Robert Rodrigo Malvenda

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Series 7, Series 53, Series 63, Series 65Clean record11 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 1163722Firm CRD# 107964

Profile Verification

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

Identity

Robert Rodrigo Malvenda · SARASOTA, FL

Registration

CRD #1163722 · CUMBERLAND ADVISORS INC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUMBERLAND ADVISORS INC

CUMBERLAND ADVISORS

Nov 2014 – Apr 2019

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 53

Series 63

Series 65

Registration record

First registered · November 3, 2014

Years registered · 11

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 Robert Rodrigo Malvenda offer?

Robert Rodrigo Malvenda specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert Rodrigo Malvenda's credentials?

Robert Rodrigo Malvenda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Rodrigo Malvenda located?

Robert Rodrigo Malvenda is based in SARASOTA, Florida, last registered with CUMBERLAND ADVISORS INC.

How does Robert Rodrigo Malvenda charge for services?

Robert Rodrigo Malvenda'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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