Cynthia Stroik, financial advisor Chapel Hill NC

Cynthia Stroik

CRD Number: 5897597
Current Firm: Franklin Street Advisors Inc.

Cynthia Stroik (CRD# 5897597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank, N.a. Cincinnati, OH Sep 2021 - Current 2
M&t Bank Wilmington, DE Aug 2019 - Sep 2021 2
Millington Securities, Inc. Red Bank, NJ Nov 2013 - Jul 2019 5
Harthsorne Group, Inc. Red Bank, NJ Jul 2013 - Jul 2019 6
Wbi Investments Red Bank, NJ Jul 2013 - Jul 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Cynthia R. Stroik
Phone Number: 919-489-2600
Registered State(s):
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
    3,040
    MILLIONS
  • Total Number of Accounts
    1,572
    ACCOUNTS
  • Average Account Value
    $1,933,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA

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