Cumberland Advisors is a landmark independent, SEC-registered fiduciary investment management and private wealth advisory firm headquartered at Kane Plaza on South School Avenue in Sarasota, Sarasota County, Florida. Co-founded in 1973 by economist David R. Kotok and led by President, CEO, and Chief Investment Officer John R. Mousseau, CFA, President of Private Wealth Management Matthew C. McAleer, Senior VP of Fixed Income Research Patricia M. Healy, CFA, Director of Financial Planning Rengan ("KK") Krishnakumar, Ph.D., CFP®, and Equity Analyst Charles Metzler, CFP®, CFA, the firm manages municipal bond, taxable fixed-income, and equity portfolios alongside comprehensive retirement planning for retirees and high-net-worth families across Sarasota, Siesta Key, Longboat Key, and Venice.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Cumberland Advisors); SEC IAPD Individual Profile (John R. Mousseau, CFA); SEC IAPD Individual Profile (Matthew C. McAleer); Cumberland Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-55344; Cumberland Advisors, LLC (CRD #107964) is an independent, fee-for-service SEC-registered fiduciary Investment Adviser headquartered at Kane Plaza, 1 S School Ave, Ste 900, Sarasota, FL 34237.
Issuer: CFA Institute / CFP Board / SEC IAPD
Notes: Led by President, CEO & CIO John R. Mousseau, CFA (CRD #1331715), President of Private Wealth Management Matthew C. McAleer (CRD #2215933), Co-Founder & Strategic Advisor David R. Kotok, Senior VP Patricia M. Healy, CFA, Director of Financial Planning Rengan ('KK') Krishnakumar, Ph.D., CFP®, and Charles Metzler, CFP®, CFA.
Factual details and direct answers about Cumberland Advisors's services, licensing, and credentials.
How is Cumberland Advisors in Sarasota registered with the SEC?
Cumberland Advisors is an independent, fee-for-service fiduciary Investment Adviser registered with the U.S. Securities and Exchange Commission under CRD #107964 and SEC File #801-55344.
What credentials do the portfolio managers and financial planners at Cumberland Advisors hold?
The Sarasota leadership team combines Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) expertise, including President, CEO & CIO John R. Mousseau, CFA (CRD #1331715), President of Private Wealth Management Matthew C. McAleer (CRD #2215933), Senior VP Patricia M. Healy, CFA, Director of Financial Planning Rengan Krishnakumar, Ph.D., CFP®, and Charles Metzler, CFP®, CFA.
Where is Cumberland Advisors headquartered in Sarasota County?
Cumberland Advisors' corporate headquarters is located in Kane Plaza at 1 South School Avenue, Suite 900, Sarasota, Florida 34237, just east of Downtown Sarasota.
Connect with complementary legal, financial, and residential providers serving seniors in Sarasota and Sarasota County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.