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Cheryl Smith Phillips

SHERIDAN PRODUCTION PARTNERS MANAGER, LLC·HOUSTON, Texas
Clean recordSHERIDAN PRODUCTION PARTNERS MANAGER, LLC
1360 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 6288424Firm CRD# 156935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cheryl Smith Phillips · HOUSTON, TX
Registration
CRD #6288424 · SHERIDAN PRODUCTION PARTNERS MANAGER, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cheryl Smith Phillips is a registered financial advisor based in HOUSTON, Texas, affiliated with SHERIDAN PRODUCTION PARTNERS MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SHERIDAN PRODUCTION PARTNERS MANAGER, LLC
SHERIDAN PRODUCTION PARTNERS MANAGER, LLC
AUM
$1.5B
Regulatory assets under management
Employees
60
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6288424
Firm CRD# 156935
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05

Frequently Asked Questions

What services does Cheryl Smith Phillips offer?
Cheryl Smith Phillips specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Cheryl Smith Phillips's credentials?
Cheryl Smith Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Smith Phillips located?
Cheryl Smith Phillips is based in HOUSTON, Texas, working with SHERIDAN PRODUCTION PARTNERS MANAGER, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Cheryl Smith Phillips charge for services?
Cheryl Smith Phillips's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHERIDAN PRODUCTION PARTNERS MANAGER, LLC?
SHERIDAN PRODUCTION PARTNERS MANAGER, LLC has approximately 60 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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