Anne Chernish (CRD# 1264961) is an Investment Advisor Representative working at Anchor Capital Management, LLC in Ithaca, NY and has over 39 years of experience in the finance industry. Anne Chernish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4176455
Morgan Stanley
CRD# 4403569
Moors & Cabot, Inc.
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchor Capital Management, LLC | Ithaca, NY | Aug 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
- TX
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Total Assets Under Management43MILLIONS
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Total Number of Accounts41ACCOUNTS
-
Average Account Value$1,043,882
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NY, TX
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