Liza M Cifelli
Investment adviser representative at Cumberland Advisors
13 yearsExperience
4 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
13 years in the industry.
- Cumberland AdvisorsAug 2026 to now
- UnemployedNov 2025 to Aug 2026
- State Street Bank and Trust CompanyJan 2025 to Oct 2025
- State Street Global Markets, LLCJan 2025 to Oct 2025
- Morgan Stanley Smith Barney LLCOct 2017 to Dec 2024
- John Hancock Funds LLCSep 2014 to Oct 2017
- John HancockJul 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, PA).
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
- 6399861
- Firm CRD
- 107964