AdvisorOS Directory
Claim Profile
Unclaimed Profile
SC

Sheri Mingus Cuff

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida
SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOCERTIFIED ADVISORY CORP
1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714-2033CRD# 1477228Firm CRD# 120990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sheri Mingus Cuff · ALTAMONTE SPRINGS, FL
Registration
CRD #1477228 · CERTIFIED ADVISORY CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
CERTIFIED ADVISORY CORP
CRD 120990 · SEC 801-61305
AUM
$2.3B
Regulatory assets under management
Employees
37
5,840 client accounts
Services offered by CERTIFIED ADVISORY CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CERTIFIED ADVISORY CORP →
Introduction

Speak with Sheri

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sheri is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALTAMONTE SPRINGS?

Browse all registered financial advisors in ALTAMONTE SPRINGS, Florida or claim this profile if it's yours.

Browse ALTAMONTE SPRINGS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Sheri Mingus Cuff offer?
Sheri Mingus Cuff specializes in Financial Planning, Investment Management. Contact their office in ALTAMONTE SPRINGS, Florida for a consultation.
What are Sheri Mingus Cuff's credentials?
Sheri Mingus Cuff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheri Mingus Cuff located?
Sheri Mingus Cuff is based in ALTAMONTE SPRINGS, Florida, working with CERTIFIED ADVISORY CORP. Their office serves clients in the ALTAMONTE SPRINGS metropolitan area and surrounding communities.
How does Sheri Mingus Cuff charge for services?
Sheri Mingus Cuff's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTIFIED ADVISORY CORP?
CERTIFIED ADVISORY CORP has approximately 37 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CERTIFIED ADVISORY CORP

Barry Merton Smith
ALTAMONTE SPRINGS, FL
CFP
Joseph Frank Bert
ALTAMONTE SPRINGS, FL
CFP

More Advisors in ALTAMONTE SPRINGS, Florida

Christopher Wayne Bordner
SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, FL
Amanda Davidson Stevens
SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, FL
John Joseph Didomenico
FAIRWAY FINANCIAL, LLC·ALTAMONTE SPRINGS, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile