Cheryl Chin is a registered investment advisor at Stone Securities INC., based in Clarks Green, PA, with 30 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 103 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stone Securities charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 2.0%, depending on the amount you invest, the type of account, and your investment goals. All fees are negotiable.
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.