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 operates as a limited liability company that has been SEC-registered since 1984. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as unclassified. The available data indicate it is not a capital allocator, is not identified as an active ESG investor, and is not reported as a multi-state or newly formed adviser. The record does not include descriptions of client segments, fee schedules, or the specific advisory services the firm offers.
Assets & Accounts
Investments & Alternatives
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 3Jason Kunreuther
Chief Operating OfficerCRD 2648709
Adam Garchik
CEOCRD 2967638
Chrizita Calixto
Chief Financial OfficerCRD 6564070
Contacts
3 of 15
Matthew Rosenberg
Corporate StrategyCRD 5344493
Scott Fowler
FinOpCRD 3004363
Christopher Caldwell
DirectorCRD 4182335
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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