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Sharon No Middle Name Prizant

CUMBERLAND ADVISORS INC·SARASOTA, Florida
Clean recordCUMBERLAND ADVISORS INC
ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 6169468Firm CRD# 107964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon No Middle Name Prizant · SARASOTA, FL
Registration
CRD #6169468 · CUMBERLAND ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sharon No Middle Name Prizant is a registered financial advisor based in SARASOTA, Florida, affiliated with CUMBERLAND ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CUMBERLAND ADVISORS INC
CUMBERLAND ADVISORS
AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at CUMBERLAND ADVISORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other advisory services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MODEL DELIVERY FEES
Regulatory
SEC/IARD CRD# 6169468
Firm CRD# 107964
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon No Middle Name Prizant offer?
Sharon No Middle Name Prizant specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Sharon No Middle Name Prizant's credentials?
Sharon No Middle Name Prizant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon No Middle Name Prizant located?
Sharon No Middle Name Prizant is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Sharon No Middle Name Prizant charge for services?
Sharon No Middle Name Prizant'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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Other Advisors at CUMBERLAND ADVISORS INC

Kelli Kristin Hill
SARASOTA, FL
Benjamin Curtis Pease
SARASOTA, FL
Michael F Comes
SARASOTA, FL
Phyllis Ann Streit
SARASOTA, FL
David Emerson Sparks
SARASOTA, FL
Jerome Irwin Marcus
SARASOTA, FL

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Research
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