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Shaun Michael Burgess

Cumberland Advisors

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About Shaun Michael Burgess

Shaun Michael Burgess is an Investment Advisor Representative at Cumberland Advisors. Shaun has been with Cumberland Advisors since June 2013. Shaun is registered with the state of Florida and is a Series 65 and Series 50 licensed professional.

Firm Information

Shaun Burgess 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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Shaun Burgess’s Registration & Firm History

FL

06/20/2014 - Present

Cumberland Advisors (SARASOTA FL)

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Licenses & Designations

IA

Issued 05/21/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2016

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Michael Burgess.
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