Unclaimed Profile

Mark Timothy Maund

CHERRY BEKAERT WEALTH MANAGEMENT LLC·RICHMOND, Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredCHERRY BEKAERT WEALTH MANAGEMENT LLC

200 SOUTH 10TH STREET, RICHMOND, VA 23219CRD# 3012539Firm CRD# 108504

Profile Verification

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

Identity

Mark Timothy Maund · RICHMOND, VA

Registration

CRD #3012539 · CHERRY BEKAERT WEALTH MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Apr 2023 – present

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Jul 2000 – Jan 2023

AUGUSTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 6, 2000

Years registered · 26

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 Mark Timothy Maund offer?

Mark Timothy Maund specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Mark Timothy Maund's credentials?

Mark Timothy Maund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Timothy Maund located?

Mark Timothy Maund is based in RICHMOND, Virginia, working with CHERRY BEKAERT WEALTH MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Mark Timothy Maund charge for services?

Mark Timothy Maund'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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