Unclaimed Profile

Cheryl Renee Cravens

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredPRIVATE CLIENT SERVICES, LLC

2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 2436034Firm CRD# 120222

Profile Verification

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

Identity

Cheryl Renee Cravens · LOUISVILLE, KY

Registration

CRD #2436034 · PRIVATE CLIENT SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE CLIENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, INC.

May 2019 – Oct 2019

LOUISVILLE, KY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2018 – May 2019

LOUISVILLE, KY

THURSTON SPRINGER FINANCIAL

Apr 2017 – Feb 2018

Louisville, KY

HARRIS INVESTOR SERVICES, INC.

Dec 2005 – May 2006

CHICAGO, IL

HARRISDIRECT LLC

Jun 2003 – Dec 2005

CHICAGO, IL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Sep 2002 – Jul 2003

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 24, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CLIENT SERVICES, LLC

CRD 120222 · SEC 801-71475

AUM

$846M

Regulatory assets under management

Employees

2,890 client accounts

Services offered by PRIVATE CLIENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing 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 PRIVATE CLIENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Cheryl Renee Cravens offer?

Cheryl Renee Cravens specializes in Financial Planning, Investment Management, Wealth Management.

What are Cheryl Renee Cravens's credentials?

Cheryl Renee Cravens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Renee Cravens located?

Cheryl Renee Cravens is based in LOUISVILLE, Kentucky, last registered with PRIVATE CLIENT SERVICES, LLC.

How does Cheryl Renee Cravens charge for services?

Cheryl Renee Cravens'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 PRIVATE CLIENT SERVICES, LLC?

PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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