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

Cheryl Ann Anthony

Missouri·CRD #1463494
Dual-registered

Dual-registered at DETALUS ADVISORS, LLC

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Flat Fee
View profile
CA

Cheryl Ann Costa

Maine·CRD #5030307
IA Rep

Investment Adviser Rep at WOODSIDE WEALTH MANAGEMENT

Experience
20 yrs
States
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$750k
View profile
CA

Cheryl Ann Dawson Meese

Minnesota·CRD #870665
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
States
2
Exams
14
Since
1979
Est. fee
AUM / Flat Fee
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CA

Cheryl Ann Dye

Montana·CRD #1277879
Dual-registered

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

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
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CA

Cheryl Anne Dugas Ethier

Rhode Island·CRD #5734039
IA Rep

Investment Adviser Rep at SK WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CA

Cheryl Anne Ober

Louisiana·CRD #2257600
Dual-registered

Dual-registered at CGN ADVISORS, LLC

Experience
8 yrs
States
3
Exams
2
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CA

Cheryl Ann James

California·CRD #7110420
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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CA

Cheryl Ann Kenitzer

N/A·CRD #6629287
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
10 yrs
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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CA

Cheryl Ann Munoz

California·CRD #3136964
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
3
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Cheryl Ann Nelson

Idaho·CRD #3061946
Dual-registered

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

Experience
28 yrs
States
3
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cheryl Ann Plunkett

Pennsylvania·CRD #3123317
Dual-registered

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

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cheryl Ann Sova

North Carolina·CRD #4042832
Dual-registered

Dual-registered at CHARTER WEALTH MANAGEMENT

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cheryl Ann Tadlock

California·CRD #6739076
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
CB

Cheryl Bartlett Donahue

Texas·CRD #1487307
Dual-registered

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

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cheryl Benton Bott

Florida·CRD #5356887
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
19 yrs
States
1
Since
2007
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CB

Cheryl B McLeod

New York·CRD #2964852
Dual-registered

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

Experience
29 yrs
States
2
Exams
3
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cheryl Brandes

Connecticut·CRD #7296254
Dual-registered

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

Experience
5 yrs
States
4
Exams
6
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cheryl Burgmaier

New Mexico·CRD #7053337
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Cheryl C Smith

California·CRD #4849111
Dual-registered

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

Experience
22 yrs
States
3
Exams
6
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Cheryl Czyz

Texas·CRD #2684237
IA Rep

Investment Adviser Rep at NAVELLIER & ASSOCIATES INC

Experience
12 yrs
States
1
Exams
2
Since
2014
Est. fee
AUM / Performance-based
Minimum
$500k
View profile
CD

Cheryl D. Callahan

Nevada·CRD #1862276
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
1
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CD

Cheryl Deane Starr

Delaware·CRD #6719331
Dual-registered

Dual-registered at AFFINITY WEALTH MANAGEMENT LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Cheryl Dickey McGuire

Alabama·CRD #5174771
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
19 yrs
States
4
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CF

Cheryl Fuentes

New Jersey·CRD #5246033
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
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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