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Charles William Metzler

Cumberland Advisors

Sarasota, FL

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Current Employers
Cumberland Advisors

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-09
  • FL RA
    APPROVED
    Since 2021-09-09

Branch Locations

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riversource Distributors Inc Minneapolis MN 09/2017 10/2020
Columbia Country Club Columbia MO 09/2016 11/2016
University Of Missouri Columbia MO 08/2012 07/2017
None Chicago IL 07/2017 09/2017
Cumberland Advisors, Inc. Sarasota FL 11/2020 Present
  • 09/2017 → 10/2020
    Riversource Distributors Inc
    Minneapolis, MN
  • 09/2016 → 11/2016
    Columbia Country Club
    Columbia, MO
  • 08/2012 → 07/2017
    University Of Missouri
    Columbia, MO
  • 07/2017 → 09/2017
    None
    Chicago, IL
  • 11/2020 → Present
    Cumberland Advisors, Inc.
    Sarasota, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-17
  • S63 Uniform Securities Agent State Law Examination
    2017-11-17
Designations
Other Names
  • Charlie Metzler

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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