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Todd Edwin Engelhardt

Cumberland Advisors

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About Todd Edwin Engelhardt

Todd Engelhardt is an Investment Advisor Representative at Cumberland Advisors. Todd has been in the financial industry for over 30 years and holds licenses in Florida, including Series 6, 7, 3, 63, 65 and 66. Todd has previously worked at firms such as Raymond James, Wells Fargo, and J.P. Morgan.

Firm Information

Todd Engelhardt 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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Todd Engelhardt’s Registration & Firm History

FL

11/15/2019 - Present

Cumberland Advisors (SARASOTA FL)

FL

02/03/2017 - 10/16/2019

J.P. MORGAN SECURITIES LLC (BRADENTON FL)

FL

10/08/2012 - 10/08/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SARASOTA FL)

CO

06/16/2010 - 06/06/2012

FTAM FUNDS DISTRIBUTOR, INC. (DENVER CO)

FL

03/25/2008 - 06/09/2009

EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

11/01/2005 - 08/20/2007

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

01/16/2003 - 10/31/2003

C. L. KING & ASSOCIATES, INC. (ALBANY NY)

MA

01/04/2000 - 10/25/2002

FIS SECURITIES, INC. (BOSTON MA)

NY

05/18/1995 - 01/08/1998

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

MA

09/21/1994 - 04/24/1995

FIS SECURITIES, INC. (BOSTON MA)

NA

09/26/1986 - 07/02/1987

SHEARSON LEHMAN BROTHERS INC.

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Licenses & Designations

IA

Issued 10/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/20/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Edwin Engelhardt.
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