Cumberland Securities LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
13970
Registered since
March 20, 1984

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jason Kunreuther

    Chief Operating OfficerCRD 2648709

  • Adam Garchik

    CEOCRD 2967638

  • Chrizita Calixto

    Chrizita Calixto

    Chief Financial OfficerCRD 6564070

Contacts

3 of 15
  • Matthew Rosenberg

    Matthew Rosenberg

    Corporate StrategyCRD 5344493

  • Scott Fowler

    FinOpCRD 3004363

  • Christopher Caldwell

    Christopher Caldwell

    DirectorCRD 4182335

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth