Matthew C. Mcaleer

CUMBERLAND ADVISORS

SARASOTA, FL 34237

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CRD#: 2215933

Professional summary

Matthew Craig Mcaleer, who also goes by Matt Mcaleer, is a registered financial advisor currently at CUMBERLAND ADVISORS located in Sarasota, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Matthew has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mcaleer

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 Matthew Craig Mcaleer'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

February 18, 2014 - Present

CUMBERLAND ADVISORS

Office #1: 1 South School Avenue Suite 900, Sarasota, FL 34237

RIA

CRD#: 107964

SARASOTA, FL

Past

August 8, 2012 - March 14, 2014

PRINCETON CAPITAL MANAGEMENT LLC

RIA

CRD#: 113926

RED BANK, NJ

Past

April 23, 2007 - December 31, 2009

CLASSIC ASSET MANAGEMENT, LLC

RIA

CRD#: 143429

COLTS NECK, NJ

Past

January 18, 2007 - May 2, 2007

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

SHREWSBURY, NJ

Past

March 9, 2002 - May 2, 2007

RBC CAPITAL MARKETS, LLC

CRD#: 31194

SHREWSBURY, NJ

Past

July 2, 1998 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

April 29, 1996 - July 7, 1998

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

November 21, 1994 - May 1, 1996

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 22, 1993 - November 22, 1994

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

December 3, 1992 - December 17, 1992

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

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
(2/24/2014)

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: 6/18/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/6/1992

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Matthew C. Mcaleer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Craig Mcaleer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCETON CAPITAL MANAGEMENT LLC

CLASSIC ASSET MANAGEMENT, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

FIRST UNION CAPITAL MARKETS CORP.

A. G. EDWARDS & SONS, INC.

ESSEX NATIONAL SECURITIES, LLC

USLIFE EQUITY SALES CORP.

Primary Firm SEC Registration

CUMBERLAND ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2012

Series 63

Date: 3/2/1994

Series 7

Date: 5/23/1994

Series 6

Date: 10/6/1992

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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