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

FINTRX

Overview

Cumberland Securities LLC is organized as a limited liability company and has been SEC-registered since 1984. Public disclosures in the dataset are sparse: the firm is listed as owned by domestic entities and individuals and is categorized as "unclassified." The record indicates it is not a capital allocator and does not position itself as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not supply details on the firm's advisory activities, business lines, client segmentation, or fee structure, so there is limited visibility into how Cumberland Securities sources mandates, structures fees, or positions its investment services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ADAM GARCHIK

    CEOCRD 2967638

  • JASON KUNREUTHER

    Chief Operating OfficerCRD 2648709

  • CHRIZITA CALIXTO

    Chief Financial OfficerCRD 6564070

Contacts

3 of 15
  • SAYENA MOSTOWFI

    DirectorCRD 5585902

  • APRIL HEITZ

    Vice PresidentCRD 6029141

  • GARY GARELICK

    Senior Business ManagerCRD 4305583

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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