TrueAdvisor
TrueAdvisor
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Matthew Craig Mcaleer

Cumberland Advisors
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Cumberland Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,064 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$250K

Location

1 South School Avenue, Suite 900, Sarasota, FL, 34237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cumberland Advisors
February 2014 - Present · 12 yrs
Previous Registrations
Hudson Canyon Investment Counselors LLC
August 2012 - March 2014 · 1 yr 7 mos
Classic Asset Management, LLC
April 2007 - December 2009 · 2 yrs 8 mos
RBC Dain Rauscher INC.
January 2007 - May 2007 · 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.