Cheryl Catron, financial advisor Memphis TN

Cheryl Catron

CRD Number: 4526694
Current Firm: Morgan Stanley

Cheryl Catron (CRD# 4526694) is an Investment Advisor Representative working at Morgan Stanley in Memphis, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Memphis, TN Sep 2022 - Current 1
Wells Fargo Clearing Services, LLC Memphis, TN Nov 2016 - Sep 2022 5
Wells Fargo Advisors LLC Memphis, TN May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Cheryl D. Catron
Phone Number: 914-225-5510
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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