Cheryl Smith, financial advisor Boston MA
93 score

Cheryl Smith

CRD Number: 3023806
Current Firm: Trillium Asset Management

Cheryl Smith (CRD# 3023806) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Trillium Asset Management Boston, MA Nov 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Cheryl I. Smith
Phone Number: 617-423-6655
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,142
    MILLIONS
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $1,764,104
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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