Cheryl Plunkett, financial advisor Media PA

Cheryl Plunkett

CRD Number: 3123317
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cheryl Plunkett (CRD# 3123317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Media, PA Feb 2015 - Current 9
Morgan Stanley Smith Barney Blue Bell, PA Feb 2012 - Feb 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Cheryl A. Plunkett
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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