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 with ownership described as a domestic entity and an individual. The firm's classification in the source set is "unclassified," and available metadata indicates it does not function as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly surfaced records do not disclose the firm's target client segments, fee model, or the specific advisory and business activities it conducts. That absence of detail makes it difficult to profile the firm's investment philosophy, service mix, or client-facing capabilities beyond the structural attributes listed above.
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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