Peter Demirali

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CRD#: 1628536

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Demirali, who also goes by Peter M Demirali, Petrit Demirali, Peter Petrit, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1987. Peter had worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter M Demirali | Petrit Demirali | Peter Petrit

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 26, 2003 - November 1, 2012

CUMBERLAND ADVISORS

RIA

CRD#: 107964

VINELAND, NJ

Past

June 20, 2003 - November 30, 2005

CUMBERLAND BROKERAGE CORPORATION

CRD#: 13409

ARDMORE, PA

Past

July 16, 2002 - June 23, 2003

RYAN BECK & CO.

RIA

CRD#: 3248

VINELAND, NJ

Past

May 13, 2002 - June 23, 2003

RYAN BECK & CO.

CRD#: 3248

FLORHAM PARK, NJ

Past

April 18, 2002 - June 23, 2003

CUMBERLAND ADVISORS

RIA

CRD#: 107964

VINELAND, NJ

Past

July 31, 1993 - January 14, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 16, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 18, 1987 - June 6, 1989

YAMAICHI INTERNATIONAL (AMERICA) INC.

CRD#: 909

NEW YORK, NY

Past

April 23, 1987 - August 31, 1987

J.P. MORGAN SECURITIES INC.

CRD#: 18718

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CUMBERLAND ADVISORS

CUMBERLAND ADVISORS | CUMBERLAND CONSULTING | CUMBERLAND ADVISORS INC

CRD#: 107964 / SEC#: 801-55344

RIA

Registered Investment Advisory firm - (2/27/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/12/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/5/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/10/2002

General Securities Representative Examination

Current Firm

CUMBERLAND ADVISORS

CUMBERLAND ADVISORS | CUMBERLAND CONSULTING | CUMBERLAND ADVISORS INC

CRD#: 107964 / SEC#: 801-55344

RIA

Registered Investment Advisory firm - (2/27/1998 Approved)

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Contact information

Main Address

1 South School Avenue Suite 900, Sarasota, FL 34237

Mailing Address

Phone number

(800) 257-7013

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B (3/4/2025)

ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,550
AUM (Assets Under Management)	$ 3,348,228,828

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Peter Demirali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CUMBERLAND BROKERAGE CORPORATION

RYAN BECK & CO.

RYAN BECK & CO.

CUMBERLAND ADVISORS

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

YAMAICHI INTERNATIONAL (AMERICA) INC.

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

CUMBERLAND ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/12/2002

Series 65

Date: 4/5/2002

Series 7

Date: 5/10/2002

Current Firm

CUMBERLAND ADVISORS

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUMBERLAND ADVISORS

TRUST BUT VERIFY

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