AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CA

Cherie Anderson Stokes

California·CRD #2510104
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
CC

Cherie Chih Chun Wang

California·CRD #6471133
Dual-registered

Dual-registered at VALLEY WEALTH STRATEGIES, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Cherie Cohen

New York·CRD #2242892
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Cherie Elanie Becker

Indiana·CRD #2946182
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Cherie Elise Ferby-Guy

Connecticut·CRD #5981871
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cherie Jean Jolly

Arizona·CRD #1980521
Dual-registered

Dual-registered at DYNAMIC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Cherie Jenne Doleac

Tennessee·CRD #6655499
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cherie Junel Drew

Virginia·CRD #1834037
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CL

Cherie Lynn Anderson

Florida·CRD #2232110
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cherie Lynn Wright

Texas·CRD #2498396
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
View profile
CN

Cherie N Edwards

Maryland·CRD #4220040
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cheri Louise Geany

New Jersey·CRD #5129665
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cherilyn Joy Taylor

Massachusetts·CRD #7285389
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Cheri Lynn Fitzgerald

Ohio·CRD #3151711
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cheri Lynn Johnson

Arizona·CRD #2823107
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
29 yrs
States
8
Exams
4
Since
1997
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CR

Cheri Roman

Texas·CRD #1808945
Dual-registered

Dual-registered at M. E. ALLISON & CO., INC.

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Other
Minimum
$100k
View profile
CD

Cherise Dawn Briggs-Hand

Washington·CRD #8187248
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cherish Annhee Sutull

Oregon·CRD #3084039
Dual-registered

Dual-registered at BLUE WATER WEALTH

Experience
17 yrs
States
3
Exams
5
Since
2009
Fee
AUM / Flat Fee
Minimum
$5k
View profile
CJ

Cherisse Juliana Ferrier-Yarde

Virginia·CRD #6165490
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM
Minimum
$25k
View profile
CY

Cheronda Y Albury

District Of Columbia·CRD #2125570
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cherrie Ann Moussaid

Texas·CRD #2601655
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cheryl A Blair

New Jersey·CRD #5929798
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
6
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cheryl A Krueger

Illinois·CRD #5349170
IA Rep

Investment Adviser Rep at CGN ADVISORS, LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CA

Cheryl A Loyd

Alaska·CRD #705124
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
44 yrs
States
2
Exams
4
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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