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Therese Michele Pantalione

Cumberland Advisors

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About Therese Michele Pantalione

Therese Pantalione is a registered Investment Advisor Representative with Cumberland Advisors. Therese has been in the industry since 1998 and has been actively registered with the state of New Jersey since August 2002. Therese has her Series 65 license and has worked for Cumberland Advisors since February 1998. Cumberland Advisors is a firm based in Sarasota, Florida that manages approximately $3,348,228,828 in assets.

Firm Information

Therese Pantalione 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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Therese Pantalione’s Registration & Firm History

NJ

08/09/2002 - Present

Cumberland Advisors (VINELAND NJ)

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Licenses & Designations

IA

Issued 07/26/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Therese Michele Pantalione.
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