Brad J. Cherkin
Professional summary
Brad Jay Cherkin, who also goes by B J Cherkin, Brad Jay Cherkin, Brad Cherkin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Naples, Florida and TRUIST INVESTMENT SERVICES, INC. located in Naples, Florida.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Brad has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brad Jay Cherkin's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 801 Laurel Oak Dr, Naples, FL 34108February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 801 Laurel Oak Dr, Naples, FL 34108Office #2: 2092 9th St N, Naples, FL 34102August 24, 2018 - February 17, 2021
BB&T SECURITIES, LLC
August 23, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - April 30, 2018
BB&T SECURITIES, LLC
January 2, 2018 - April 30, 2018
BB&T SECURITIES, LLC
December 20, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
September 22, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
June 4, 2008 - August 18, 2010
WELLS FARGO CLEARING SERVICES, LLC
April 17, 1991 - February 28, 1995
ROBERT W. BAIRD & CO. INCORPORATED
May 3, 1985 - February 28, 1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
