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Andrew Douglas Crawford

Cumberland Advisors

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About Andrew Douglas Crawford

Andrew Crawford is a registered investment advisor representative with Cumberland Advisors. Andrew has over 15 years of experience in the financial services industry. Andrew is a Series 7, 63, 53 and 65 licensed advisor, holding a variety of certifications and licenses that qualify him to provide financial advisory services to clients. Andrew has experience working with high-net-worth individuals, corporations, and other institutions. Andrew provides investment advice and portfolio management services for a variety of clients, including government clients, insurance companies, and charitable organizations.

Firm Information

Andrew Crawford is currently registered with Cumberland Advisors. Cumberland Advisors is a Sarasota, FL-based investment advisor with over $3.3 billion in regulatory assets under management. The firm provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services for governmental clients. Cumberland Advisors also offers market timing services and pension consulting. The firm's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cumberland Advisors

ONE SARASOTA TOWER

SARASOTA, FL 34236

$3.35B

Assets Under Management

2,066

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services for governmental clients

Consulting services for governmental clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model delivery fees

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Andrew Crawford’s Registration & Firm History

VA

07/19/2019 - Present

Cumberland Advisors (Richmond VA)

VA

09/04/2013 - 11/08/2017

SUNTRUST ROBINSON HUMPHREY, INC. (RICHMOND VA)

NC

01/13/2004 - 07/08/2013

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Douglas Crawford.
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