Unclaimed Profile

Timothy James Lyle

CUMBERLAND ADVISORS INC·SARASOTA, Florida

SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65, Series 66Clean record22 years registeredCUMBERLAND ADVISORS INC

ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 1111138Firm CRD# 107964

Profile Verification

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

Identity

Timothy James Lyle · SARASOTA, FL

Registration

CRD #1111138 · CUMBERLAND ADVISORS INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUMBERLAND ADVISORS INC

CUMBERLAND ADVISORS

Oct 2016 – May 2025

SARASOTA, FL

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Aug 2012 – May 2016

SARASOTA, FL

INVESTMENT ADVISORS CORP

Feb 2009 – Jul 2012

JOHNSTON, IA

MUTUAL SERVICE CORPORATION

May 2005 – Feb 2009

WEST PALM BEACH, FL

CAMBRIDGE INVESTMENT RESERARCH, INC.

Jan 2004 – Jan 2005

FAIRFIELD, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · January 16, 2004

Years registered · 22

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 Timothy James Lyle offer?

Timothy James Lyle specializes in Investment Management, Retirement Planning, Wealth Management.

What are Timothy James Lyle's credentials?

Timothy James Lyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy James Lyle located?

Timothy James Lyle is based in SARASOTA, Florida, last registered with CUMBERLAND ADVISORS INC.

How does Timothy James Lyle charge for services?

Timothy James Lyle'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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