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Matthew Craig McAleer

Cumberland Advisors

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About Matthew Craig McAleer

Matthew Craig McAleer is an Investment Advisor Representative with Cumberland Advisors. Matthew has been in the industry since 1992 and has a strong background in both investment advisory and brokerage services. Matthew holds a Series 6, Series 7, Series 63, and Series 65 license. Matthew has held previous positions with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, WHEAT, FIRST SECURITIES, INC., A. G. EDWARDS & SONS, INC., ESSEX NATIONAL SECURITIES, INC., and USLIFE EQUITY SALES CORP. Cumberland Advisors is a Registered Investment Advisor firm based in Sarasota, Florida. The firm manages a wide range of assets for individuals, corporations, investment companies, insurance companies, and governmental clients.

Firm Information

Matthew McAleer 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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Matthew McAleer’s Registration & Firm History

FL

02/24/2014 - Present

Cumberland Advisors (SARASOTA FL)

NJ

03/09/2002 - 05/02/2007

RBC DAIN RAUSCHER INC. (SHREWSBURY NJ)

MA

07/02/1998 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NC

04/29/1996 - 07/07/1998

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

MO

11/21/1994 - 05/01/1996

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

CA

02/22/1993 - 11/22/1994

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

12/03/1992 - 12/17/1992

USLIFE EQUITY SALES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/06/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Craig McAleer.
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