Cheryl Whitney
Cheryl Whitney is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Murrysville, PA, with 43 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4006 Old William Penn Hwy, Murrysville, PA, 15668
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2011Customer Dispute
April 1997Other Business Activities
Cheryl owns commercial real estate since 2013 and has a consulting business since 2009, dedicating about 10-20% of her time to each. She also has an oil and gas lease on a property since 2022, requiring minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Service CorporationBroker
Ids Financial Services INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.