TrueAdvisor
TrueAdvisor
CA
CA

Cheryl Lynn Armitage

Ladenburg Thalmann Asset Management INC
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Ladenburg Thalmann Asset Management INC
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.6B

Fee Structure

Financial Planning:Investment management only

Location

Westminster, MD

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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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Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
April 2025 - Present · 10 mos
Ladenburg Thalmann & CO. INC.
April 2025 - Present · 10 mos
Ladenburg Thalmann & CO. INC.Broker
April 2025 - Present · 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2025 - April 2025 · 3 mos
Osaic Wealth, INC.
January 2025 - April 2025 · 3 mos
Osaic Fa, INC.
January 2023 - January 2025 · 2 yrs
Osaic Fa, INC.Broker
January 2023 - January 2025 · 2 yrs
Osaic Fs, INC.Broker
January 2023 - January 2025 · 2 yrs
T. Rowe Price Associates, INC.
June 2020 - November 2022 · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
November 2006 - November 2022 · 16 yrs
Legg Mason Investor Services, LLCBroker
December 2005 - October 2006 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1994 - December 2005 · 11 yrs 3 mos
Smith Barney INC.Broker
February 1994 - September 1994 · 7 mos
State Registrations2 states
MDNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.