CC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$622K average
Assets Under Management
$62.2M
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing background information on the firm's advisors.
Areas of Practice
Investment Management
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Advisor Information
Office location
281 E. Grove St, Clarks Green, PA, 18411
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Since 2016, Cheryl has been involved with fixed insurance, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Stone Securities INC.
June 2012 - Present · 13 yrs 7 mos
Leigh Baldwin & Co., LLC Broker
September 1999 - Present · 26 yrs 4 mos
Previous Registrations
Stone Securities, INC
December 2003 - December 2006 · 3 yrs
Prudential Securities IncorporatedBroker
February 1997 - September 1999 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 1995 - February 1997 · 1 yr 10 mos
State Registrations12 states
AZCACOCTFLMSNJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.