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Cheryl Sternasty

32 Years of Experience
Akron, OH
Broker

Cheryl Sternasty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 32 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

3333 Massillon Rd Ste 110, Akron, OH, 44312

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History

Regulatory 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.

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Other Business Activities

Cheryl has business ownership interests at two locations since 2000, but spends no time on these activities. These activities are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2016 - Present · 9 yrs 7 mos
Ameriprise Financial Services, LLC
October 2016 - Present · 9 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2013 - October 2016 · 3 yrs 2 mos
Cambridge Investment Research, INC.Broker
August 2013 - October 2016 · 3 yrs 2 mos
Janney Montgomery Scott LLCBroker
June 2005 - August 2013 · 8 yrs 2 mos
Janney Montgomery Scott LLC
June 2005 - August 2013 · 8 yrs 2 mos
Parker/hunter Incorporated
May 2005 - June 2005 · 1 mo
Parker/hunter IncorporatedBroker
January 1995 - June 2005 · 10 yrs 5 mos
Banc One Securities CorporationBroker
May 1993 - January 1995 · 1 yr 8 mos
State Registrations10 states
ARCAFLMAMTOHPAUTVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.