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 organized as a limited liability company and shows an SEC registration date of 1984. Public records in this dataset list ownership as a mix of a domestic entity and an individual. The firm’s classification is recorded as unclassified, and the available fields do not include descriptions of its advisory activities, business lines, client types, or fee models. The dataset flags several negative attributes rather than affirmative specialties: Cumberland Securities is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. Taken together, those entries and the lack of disclosed advisory or investment activity in the source suggest the firm does not present itself in this database as a typical registered investment manager with reported AUM and client-service descriptions.
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 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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