Michael G. Blackmon

CUMBERLAND ADVISORS

SARASOTA, FL 34237

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CRD#: 844779

Professional summary

Michael Guy Blackmon is a registered financial advisor currently at CUMBERLAND ADVISORS located in Sarasota, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 4 firms and has passed the Series 65 and Series 7 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 Michael Guy Blackmon'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

November 17, 2016 - Present

CUMBERLAND ADVISORS

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

RIA

CRD#: 107964

SARASOTA, FL

Past

January 27, 2015 - November 3, 2016

SVB WEALTH

RIA

CRD#: 172832

PALM BEACH GARDENS, FL

Past

June 11, 2009 - November 26, 2014

BANYAN PARTNERS, LLC

RIA

CRD#: 141398

PALM BEACH GARDENS, FL

Past

October 10, 2005 - October 20, 2008

CYPRESS CAPITAL GROUP

RIA

CRD#: 121923

PALM BEACH, FL

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
(11/17/2016)

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: 2/5/1990

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1977

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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Michael G. Blackmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Guy Blackmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUMBERLAND ADVISORS

SVB WEALTH

BANYAN PARTNERS, LLC

CYPRESS CAPITAL GROUP

Primary Firm SEC Registration

CUMBERLAND ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/1990

Series 7

Date: 10/15/1977

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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