Kevin Kowalczyk
Investment adviser representative at Cumberland Advisors
12 yearsExperience
2 statesRegistered in
$3.2BFirm assets
28 yearsFirm in business
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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
12 years in the industry.
- Cumberland AdvisorsSep 2025 to now
- Self EmployedJan 2025 to now
- SmarttrustOct 2020 to Jan 2025
- CakewalkAug 2018 to Oct 2020
- ProsharesMay 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2262204
- Firm CRD
- 107964