Unclaimed Profile

Cheryl Ann Furlong

WEALTHQUEST FINANCIAL SERVICES, LLC·NORFOLK, Virginia

Clean record25 years registeredWEALTHQUEST FINANCIAL SERVICES, LLC

150 W. MAIN STREET, NORFOLK, VA 23510CRD# 4472415Firm CRD# 116749

Profile Verification

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

Identity

Cheryl Ann Furlong · NORFOLK, VA

Registration

CRD #4472415 · WEALTHQUEST FINANCIAL SERVICES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Apr 2018 – Jul 2024

NORFOLK, VA

WEALTHQUEST FINANCIAL SERVICES, LLC

Oct 2000 – Apr 2018

NORFOLK, VA

Registrations & Exams

Registration record

First registered · October 19, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHQUEST FINANCIAL SERVICES, LLC

CRD 116749 · SEC 801-63269

AUM

$537M

Regulatory assets under management

Employees

1,052 client accounts

Services offered by WEALTHQUEST FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHQUEST FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Cheryl Ann Furlong offer?

Cheryl Ann Furlong specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Cheryl Ann Furlong's credentials?

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

Where is Cheryl Ann Furlong located?

Cheryl Ann Furlong is based in NORFOLK, Virginia, working with WEALTHQUEST FINANCIAL SERVICES, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Cheryl Ann Furlong charge for services?

Cheryl Ann Furlong'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 WEALTHQUEST FINANCIAL SERVICES, LLC?

WEALTHQUEST FINANCIAL SERVICES, LLC has approximately 8 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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