Cheryl Wattenbarger Lavette
Investment Adviser Representative at Globalt Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cheryl Wattenbarger Lavette is an investment adviser representative with Globalt Investments in Atlanta, GA, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Globalt Inc and Suntrust Investment Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Globalt Investments, SID Synovus Trust Co Succesor,globalt IncAug 2008 – Nov 2023Atlanta, GA
- GLOBALT Investments, LLC (successor)Aug 2008 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Globalt Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Equity Strategies: $0 - $1M1.00%
- Equity Strategies: $1M - $5M0.70%
- Equity Strategies: $5M - $10M0.60%
- Equity Strategies: $10M - $50M0.40%
+12 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Atlanta, GA
- SEC file number:
- 801-129022
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 14, 2026
View full firm profileOther advisors at Globalt Investments
11 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cheryl Wattenbarger Lavette has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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