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Cheryl Emery Gardner

CAG TAMPA, LLC·TAMPA, Florida
Unclaimed Profile
442 W. KENNEDY BLVD., TAMPA, FL 33606-1494CRD# 1320097Firm CRD# 147192
01

About

Cheryl Emery Gardner is a registered financial advisor based in TAMPA, Florida, affiliated with CAG TAMPA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAG TAMPA, LLC
CAPITAL ADVISORY GROUP
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAG TAMPA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Other: CLIENT SPECIAL REQUESTS AS DETERMINED PRIOR TO ENGAGEMENT.
Regulatory
SEC/IARD CRD# 1320097
Firm CRD# 147192
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cheryl Emery Gardner offer?
Cheryl Emery Gardner specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.
What are Cheryl Emery Gardner's credentials?
Cheryl Emery Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Emery Gardner located?
Cheryl Emery Gardner is based in TAMPA, Florida, working with CAG TAMPA, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Cheryl Emery Gardner charge for services?
Cheryl Emery Gardner's firm is compensated through percentage of aum, other: client special requests as determined prior to engagement.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAG TAMPA, LLC?
CAG TAMPA, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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