Unclaimed Profile

Valerie Antonioli

CHERRY HILLS INVESTMENT ADVISORS, INC.·GREENWOOD VILLAGE, Colorado

Series 7, Series 66Clean record25 years registeredCHERRY HILLS INVESTMENT ADVISORS, INC.

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 4363406Firm CRD# 171882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valerie Antonioli · GREENWOOD VILLAGE, CO

Registration

CRD #4363406 · CHERRY HILLS INVESTMENT ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY HILLS INVESTMENT ADVISORS, INC.

CHERRY HILLS INVESTMENT ADVISORS, INC.

Sep 2014 – Feb 2017

GREENWOOD VILLAGE, CO

CHERRY HILLS INVESTMENT ADVISORS, LLC

Jan 2005 – Jul 2014

GREENWOOD VILLAGE, CO

PEAK CAPITAL INVESTMENT SERVICES,LLC

Jun 2003 – Sep 2004

HIGHLAND RANCH, CO

LINSCO/PRIVATE LEDGER CORP.

Nov 2002 – Nov 2004

HIGHLANDS RANCH, CO

H.D. VEST ADVISORY SERVICES, INC

Jul 2001 – Dec 2002

CASTLE ROCK, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 18, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY HILLS INVESTMENT ADVISORS, INC.

CRD 171882 · SEC 801-79961

AUM

$193M

Regulatory assets under management

Employees

924 client accounts

Services offered by CHERRY HILLS INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY HILLS INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Valerie Antonioli offer?

Valerie Antonioli specializes in Financial Planning, Investment Management.

What are Valerie Antonioli's credentials?

Valerie Antonioli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Antonioli located?

Valerie Antonioli is based in GREENWOOD VILLAGE, Colorado, last registered with CHERRY HILLS INVESTMENT ADVISORS, INC..

How does Valerie Antonioli charge for services?

Valerie Antonioli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHERRY HILLS INVESTMENT ADVISORS, INC.?

CHERRY HILLS INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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