Unclaimed Profile

Sheri Mingus Cuff

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida

Series 27, Series 24, Series 99, Series 7, Series 63CERTIFIED 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

Disclosure history

189 disclosures on file · See FINRA BrokerCheck for full record

About

Sheri Mingus Cuff is a registered financial advisor based in ALTAMONTE SPRINGS, Florida, affiliated with CERTIFIED ADVISORY CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CERTIFIED ADVISORY CORP

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CERTIFIED ADVISORY CORP →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITATION FEES

Regulatory

SEC/IARD CRD# 1477228

Firm CRD# 120990

View on FINRA BrokerCheck →

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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.

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