Patricia Mary Healy
Investment adviser representative at Cumberland Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
Experience
10 years in the industry.
- Cumberland AdvisorsJun 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cumberland Advisors
Legal name: Cumberland Advisors, LLC
$3.2BAssets managed
1,236Clients
16Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1632609
- Firm CRD
- 107964