Unclaimed Profile

Cheryl Irene Smith

TRILLIUM ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Series 6, Series 26, Series 63, Series 65Clean record28 years registeredTRILLIUM ASSET MANAGEMENT, LLC

ONE CONGRESS STREET, BOSTON, MA 02114CRD# 3023806Firm CRD# 110901

Profile Verification

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

Identity

Cheryl Irene Smith · BOSTON, MA

Registration

CRD #3023806 · TRILLIUM ASSET MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

TRILLIUM ASSET MANAGEMENT

Dec 1997 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · December 25, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILLIUM ASSET MANAGEMENT, LLC

CRD 110901 · SEC 801-17958

AUM

$5.0B

Regulatory assets under management

Employees

2,207 client accounts

Services offered by TRILLIUM ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TRILLIUM ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Cheryl Irene Smith offer?

Cheryl Irene Smith specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Cheryl Irene Smith's credentials?

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

Where is Cheryl Irene Smith located?

Cheryl Irene Smith is based in BOSTON, Massachusetts, working with TRILLIUM ASSET MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Cheryl Irene Smith charge for services?

Cheryl Irene Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILLIUM ASSET MANAGEMENT, LLC?

TRILLIUM ASSET MANAGEMENT, LLC has approximately 54 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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