Cumberland Securities LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 13970
- Registered since
- March 20, 1984
- Website
- www.cumberlandsecurities.com
Firm profile
FINTRXOverview
Cumberland Securities LLC is a limited liability company that has been SEC-registered since 1984. FINTRX classifies the firm as unclassified; its ownership is listed as a combination of a domestic entity and an individual. The data indicates the firm does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX contains minimal descriptive detail about Cumberland Securities’ core business lines: client types, fee schedules, specific advisory activities, and broader business activities are not provided in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Adam Garchik
CEOCRD 2967638
Jason Kunreuther
Chief Operating OfficerCRD 2648709

Chrizita Calixto
Chief Financial OfficerCRD 6564070
Contacts
3 of 15
April Heitz
Vice PresidentCRD 6029141

Gary Garelick
Senior Business ManagerCRD 4305583
Sean MacLeod
TraderCRD 7020999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 540 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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