Benjamin
Pease

Cumberland Advisors

CRD#4040232
Investment Advisor
in Sarasota, FL

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About this Advisor

Benjamin Pease is a financial advisor based in Sarasota, Florida, working with Cumberland Advisors. Benjamin has previously held positions at Breckenridge Capital Advisors and Cumberland Advisors. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Benjamin is part of Cumberland Advisors, which operates out of Sarasota, Florida. The firm has 44 employees and manages assets totaling $3.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, market timing services, and other services. The fee structure at Cumberland Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Market timing services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

One Sarasota Tower 2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236

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Cumberland Advisors Brokerage Details

Total Assets Under Management

$3,420,180,829

FL Average: $1,855,561,029
Total Number of Employees

44

FL Average: 62
Total Number of Accounts

2,608

FL Average: 2,474
Average Account Size

$1,311,419

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Market timing services
  • Other

Benjamin Pease Work History

2023 - Present (1 year)

Cumberland Advisors

2014 - 2023 (9 years)

Breckenridge Capital Advisors

Disclosures

Please visit the SEC profile of Benjamin Pease to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cumberland Advisors

Benjamin Pease
Sarasota, FL
Matthew Mcaleer
Sarasota, FL
Daniel Himelberger
Sarasota, FL
Andrew Crawford
Richmond, VA
Shaun Burgess
Sarasota, FL
David Berson
Kiawah Island, SC
Todd Engelhardt
Sarasota, FL
Timothy Lyle
Sarasota, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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