Ira Glenn Baron
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
CUMBERLAND ADVISORS | CUMBERLAND CONSULTING | CUMBERLAND ADVISORS, LLC | CUMBERLAND ADVISORS INC
Contact Information
Main Address
1 South School Avenue Suite 900, Sarasota, FL 34237Phone Number
(800) 257-7013# of Employees
36SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,349AUM (Assets Under Management)
$3,217,125,317Similar Advisors
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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.
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Primary Firm SEC Registration
CUMBERLAND ADVISORS | CUMBERLAND CONSULTING | CUMBERLAND ADVISORS, LLC | CUMBERLAND ADVISORS INC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 22 — Direct Participation Programs Representative Examination
Passed Jun 2000About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1989About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ira Glenn Baron's CRS (Customer Relationship Summary).
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