Cumberland Securities LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 13970
- Registered since
- March 20, 1984
- Website
- www.cumberlandsecurities.com
Firm profile
FINTRXOverview
Cumberland Securities LLC is organized as a limited liability company and is shown as SEC-registered in 1984. The FINTRX snapshot classifies ownership as a mix of a domestic entity and individual ownership and lists the firm as unclassified for its business type. The profile indicates the firm does not act as a capital allocator and does not self-identify as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing detail about the firm’s specific advisory mandates, client segments, fee model, or day-to-day business activities is not provided in the source data, so the firm’s target client types and service model cannot be inferred from this record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Adam Garchik
CEOCRD 2967638
Jason Kunreuther
Chief Operating OfficerCRD 2648709

Chrizita Calixto
Chief Financial OfficerCRD 6564070
Contacts
3 of 15
Sayena Mostowfi
DirectorCRD 5585902

April Heitz
Vice PresidentCRD 6029141

Gary Garelick
Senior Business ManagerCRD 4305583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 540 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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