Cheryl Kassab, financial advisor Bloomfield Hills MI
89 score

Cheryl Kassab

CRD Number: 6038683
Current Firm: Clarkston Capital Partners, LLC

Cheryl Kassab (CRD# 6038683) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors, Inc. Denver, CO Aug 2015 - Current 1
Clarkston Capital Partners, LLC Bloomfield Hills, MI Jan 2009 - Current 7
Northstar Financial Troy, MI Mar 2007 - Jan 2009 1
Peninsula Building Management Birmingham, MI Sep 2001 - Mar 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S63 Uniform Securities State Law Examination Dec 2015
Contact Info for Cheryl A. Kassab
Phone Number: 248-723-8000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,039
    MILLIONS
  • Total Number of Accounts
    1,181
    ACCOUNTS
  • Average Account Value
    $1,726,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, MI, NE, NY, OH, TX, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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