Michael
Mcniven
Cumberland Advisors
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About this Advisor
Michael Mcniven is a financial advisor working in Sarasota, Florida who has 3 years of industry experience. Mcniven is currently employed by Cumberland Advisors. They have spent the entirety of their employment at Cumberland Advisors. Mcniven maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Indiana. Cumberland Advisors is a firm that has its headquarters in Sarasota, FL. The investment advisory business has a total of 45 advisors. It administers $3 billion in assets among its 2,914 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 56 charitable organizations. Of its 2,914 customer accounts, 42% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, market timing services and other services. Fees charged by financial advisors depend on which services are provided. However, fees charged by Cumberland Advisors can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cumberland Advisors Brokerage Details
$3,378,840,322
45
2,914
$1,159,520
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Market timing services
- Other
Michael Mcniven Work History
Michael has been registered as a financial advisor for 3 years.*
Cumberland Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mcniven 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
Sarasota, FL
Kiawah Island, SC
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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