Cheryl Whitney
Cheryl Whitney is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Murrysville, PA, with 44 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
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.
Exams
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