Cumberland Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
13970
Registered since
March 20, 1984

Firm profile

FINTRX

Overview

Cumberland Securities LLC is organized as a limited liability company with ownership described as a domestic entity and an individual. The firm's classification in the source set is "unclassified," and available metadata indicates it does not function as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly surfaced records do not disclose the firm's target client segments, fee model, or the specific advisory and business activities it conducts. That absence of detail makes it difficult to profile the firm's investment philosophy, service mix, or client-facing capabilities beyond the structural attributes listed above.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jason Kunreuther

    Chief Operating OfficerCRD 2648709

  • Adam Garchik

    CEOCRD 2967638

  • Chrizita Calixto

    Chrizita Calixto

    Chief Financial OfficerCRD 6564070

Contacts

3 of 15
  • Matthew Rosenberg

    Matthew Rosenberg

    Corporate StrategyCRD 5344493

  • Scott Fowler

    FinOpCRD 3004363

  • Christopher Caldwell

    Christopher Caldwell

    DirectorCRD 4182335

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth