Ira G. Baron

CUMBERLAND ADVISORS

St. Augustine, FL

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CRD#: 1954124

Professional summary

Ira Glenn Baron is a registered financial advisor currently at CUMBERLAND ADVISORS located in St. Augustine, Florida.

Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Ira has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Ira Glenn Baron's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 2, 2025 - Present

CUMBERLAND ADVISORS

RIA

CRD#: 107964

St. Augustine, FL

Past

May 15, 2025 - May 16, 2025

CUMBERLAND ADVISORS

RIA

CRD#: 107964

SARASOTA, FL

Past

August 29, 2008 - June 16, 2023

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

November 9, 2001 - July 17, 2008

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

March 6, 2000 - June 16, 2023

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

Saint Augustine, FL

Past

July 17, 1997 - February 24, 2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

October 14, 1993 - September 5, 1996

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

March 11, 1991 - April 17, 1991

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

SMITHFIELD, RI

Past

August 25, 1989 - July 18, 1990

PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.

CRD#: 21215

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/2/2025)

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

IAR

Series 65

Date: 10/6/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2001

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/12/2000

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/24/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/16/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/27/1998

Investment Company Products/Variable Contracts Principal 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

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

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Ira G. Baron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Glenn Baron's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUMBERLAND ADVISORS

EATON VANCE MANAGEMENT

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

FIDELITY DISTRIBUTORS CORPORATION

PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

CUMBERLAND ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2001

Series 63

Date: 8/12/1994

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2001

Series 22

Date: 6/12/2000

Series 6

Date: 8/24/1989

Series 24

Date: 6/16/2006

Series 26

Date: 3/27/1998

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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