Unclaimed Profile

Stephen Mark Cavanaugh

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia

SIE, Series 7, Series 24, Series 31, Series 66CFPClean record24 years registeredCANNON FINANCIAL STRATEGISTS, INC.

649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 4267559Firm CRD# 133509

Profile Verification

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

Identity

Stephen Mark Cavanaugh · ATHENS, GA

Registration

CRD #4267559 · CANNON FINANCIAL STRATEGISTS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANNON FINANCIAL STRATEGISTS, INC.

CANNON FINANCIAL STRATEGISTS, INC.

Oct 2019 – Sep 2022

Wichita, KS

EVERENCE TRUST COMPANY

Mar 2009 – Jul 2011

SARASOTA, FL

MMA TRUST COMPANY

Dec 2005 – Jan 2009

SARASOTA, FL

INVESTMENT ADVISORS

Apr 2005 – Jun 2019

HARRISONBURG, VA

MORGAN STANLEY

Oct 2001 – Mar 2005

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · October 19, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON FINANCIAL STRATEGISTS, INC.

CRD 133509 · SEC 801-79869

AUM

$1.3B

Regulatory assets under management

Employees

2,837 client accounts

Services offered by CANNON FINANCIAL STRATEGISTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANNON FINANCIAL STRATEGISTS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Mark Cavanaugh offer?

Stephen Mark Cavanaugh specializes in Financial Planning, Investment Management.

What are Stephen Mark Cavanaugh's credentials?

Stephen Mark Cavanaugh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Mark Cavanaugh located?

Stephen Mark Cavanaugh is based in ATHENS, Georgia, last registered with CANNON FINANCIAL STRATEGISTS, INC..

How does Stephen Mark Cavanaugh charge for services?

Stephen Mark Cavanaugh'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 CANNON FINANCIAL STRATEGISTS, INC.?

CANNON FINANCIAL STRATEGISTS, INC. has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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