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CHERRY BEKAERT WEALTH MANAGEMENT LLC
CHERRY BEKAERT WEALTH MANAGEMENT LLC
RICHMOND, Virginia
·
7 registered advisors
·
CRD# 108504
SEC# 801-64395
10
804-673-5700
01
Firm Overview
AUM
$569M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CHERRY BEKAERT WEALTH MANAGEMENT LLC
7 registered advisors
Christine Mcfadden Slate
RICHMOND, Virginia
CRD# 1571654
Jeffrey Scott Peller
RICHMOND, Virginia
CRD# 4407861
Joseph Linwood Turner
RICHMOND, Virginia
CRD# 1459371
Lillian Martinez Peters
RICHMOND, Virginia
CFP
CRD# 4242886
Mark Timothy Maund
RICHMOND, Virginia
CRD# 3012539
Nicholas Roger Bertozzi
RICHMOND, Virginia
CRD# 4666789
Wesley Howell Watkins
RICHMOND, Virginia
CRD# 2992098
05
Office Locations
RICHMOND, Virginia
7 advisors
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Data sourced from SEC Form ADV filings. CHERRY BEKAERT WEALTH MANAGEMENT LLC (CRD# 108504) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.