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David William Berson
Cumberland Advisors
2 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
High Net Worth
Cumberland Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,064 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.3B
Fee Structure
Minimum Investment:
$250K
Investment Management
Planning
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Location
Kiawah Island, SC
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Civil
March 2020
Pending
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How to Read Disclosures
Employment History
Current Registrations
Cumberland Advisors
February 2023 - Present · 3 yrs
State Registrations
1 state
SC
Advisor
Exams
No exam information available for this advisor.
David William Berson - Financial Advisor | TrueAdvisor