Advisor at Cumberland Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cumberland Advisors
Location
Sarasota, FL 34236
Credentials
CFA®, Series 63, Series 65
Industry experience
25 years
John Mousseau is a CFA® charterholder with 25 years of industry experience. He has been with Cumberland Advisors since 2000. Located in Sarasota, FL, he holds Series 63 and Series 65 licenses. Cumberland Advisors serves individual and institutional clients by providing portfolio management, financial planning, and investment consulting. The firm manages separately managed accounts across fixed-income and ETF-based equity styles, emphasizing active municipal and taxable bond management and a tactical trend strategy that includes market-timing elements.
Based on Cumberland Advisors
Based on Cumberland Advisors
$0+: 1.00% annually (ETF Portfolios maximum) $0+: 0.75% annually (Balanced Portfolios maximum) $0+: 0.60% annually (Active/Passive Portfolios maximum) $0+: 0.525% annually (Fixed Income Portfolios maximum)
Account minimum: $1,000,000
One Sarasota Tower, 2 N Tamiami Tr
Sarasota, FL 34236
Florida
Cumberland Advisors
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Series 66
Sarasota, FL
Melberth Capital
CFP®, Series 63
Bradenton, FL
Summit Financial Advisors
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")