Unclaimed Profile

Christine Mcfadden Slate

CHERRY BEKAERT WEALTH MANAGEMENT LLC·RICHMOND, Virginia

Series 65Clean record21 years registeredCHERRY BEKAERT WEALTH MANAGEMENT LLC

200 SOUTH 10TH STREET, RICHMOND, VA 23219CRD# 1571654Firm CRD# 108504

Profile Verification

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

Identity

Christine Mcfadden Slate · RICHMOND, VA

Registration

CRD #1571654 · CHERRY BEKAERT WEALTH MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY BEKAERT WEALTH MANAGEMENT LLC

MILLENNIUM ADVISORY SERVICES, INC.

Jan 2018 – Oct 2019

Glen Allen, VA

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Nov 2015 – Oct 2017

RICHMOND, VA

BARRETT CAPITAL MANAGEMENT,LLC

Aug 2004 – Nov 2015

MIDLOTHIAN, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 26, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY BEKAERT WEALTH MANAGEMENT LLC

CRD 108504 · SEC 801-64395

AUM

$569M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by CHERRY BEKAERT WEALTH MANAGEMENT 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 CHERRY BEKAERT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Christine Mcfadden Slate offer?

Christine Mcfadden Slate specializes in Financial Planning, Investment Management, Wealth Management.

What are Christine Mcfadden Slate's credentials?

Christine Mcfadden Slate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christine Mcfadden Slate located?

Christine Mcfadden Slate is based in RICHMOND, Virginia, last registered with CHERRY BEKAERT WEALTH MANAGEMENT LLC.

How does Christine Mcfadden Slate charge for services?

Christine Mcfadden Slate'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 CHERRY BEKAERT WEALTH MANAGEMENT LLC?

CHERRY BEKAERT WEALTH MANAGEMENT LLC has approximately 16 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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