Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
37yrs
Based in Sarasota, Florida, Michael Blackmon is a fiduciary financial advisor with 37 years of industry experience. Michael has been with Cumberland Advisors since 2016; before that, Michael spent two years at SVB Wealth and five years at Banyan Partners. Michael holds the CFA designation.
One of 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 7% by experience in Florida
Office1 South School Avenue Suite 900, Sarasota, FL 34237
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$1.57 million
Advisors at the firm16
States licensed ?1 state
Services through Cumberland Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingMarket timingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowCumberland AdvisorsCurrent firm
- Jan 2015 – Nov 2016SVB WealthPreviously
- 2009 – 2014Banyan Partners, LLCPreviously
- 2005 – 2008Cypress Capital GroupPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cumberland Advisors at (800) 257-7013 and ask for Michael Blackmon. Michael works from the Sarasota, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1990, about 37 years. Top 7% by experience in Florida.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cumberland Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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