Cheryl Chin
Cheryl Chin is a registered investment advisor at Stone Securities INC., based in Clarks Green, PA, with 31 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 Investment Management, Retirement Planning. Their firm serves 103 clients with $73M 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% |
Annual fees range from 0.25% to 2.0% depending on asset value, account type, and investment objectives. All fees are negotiable.
Fee Estimator
Location
281 E. Grove St, Clarks Green, PA, 18411
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Regulatory History
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.
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Stone Securities, INC
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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
More Advisors
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