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Benjamin Curtis Pease

Cumberland Advisors

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About Benjamin Curtis Pease

Benjamin Curtis Pease is an investment advisor representative at Cumberland Advisors. Benjamin is based in Sarasota, Florida and has been in the industry for over 20 years. Benjamin holds a Series 7 and Series 63 license, as well as the Series 65 and Series 4 exams. Benjamin has experience with a variety of clients, including individuals, corporations, and investment companies. Cumberland Advisors is a registered investment advisor that offers a variety of advisory services, including portfolio management, pension consulting, and market timing services.

Firm Information

Benjamin Pease 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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Benjamin Pease’s Registration & Firm History

FL

03/20/2024 - Present

Cumberland Advisors (SARASOTA FL)

RI

12/07/1999 - 07/10/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 02/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2003

Series 4 - Registered Options Principal Examination

BC

Issued 12/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Curtis Pease.
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