Unclaimed Profile

Therese Michele Pantalione

CUMBERLAND ADVISORS INC·SARASOTA, Florida

Series 65Clean record24 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 1523804Firm CRD# 107964

Profile Verification

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

Identity

Therese Michele Pantalione · SARASOTA, FL

Registration

CRD #1523804 · CUMBERLAND ADVISORS INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUMBERLAND ADVISORS INC

CUMBERLAND ADVISORS

Aug 2002 – Jan 2025

VINELAND, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 9, 2002

Years registered · 24

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 Therese Michele Pantalione offer?

Therese Michele Pantalione specializes in Investment Management, Retirement Planning, Wealth Management.

What are Therese Michele Pantalione's credentials?

Therese Michele Pantalione is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Therese Michele Pantalione located?

Therese Michele Pantalione is based in SARASOTA, Florida, last registered with CUMBERLAND ADVISORS INC.

How does Therese Michele Pantalione charge for services?

Therese Michele Pantalione'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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