Cheryl D. Creuzot
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY
Houston, TX 77027
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CRD#: 1336533
Professional summary
Cheryl Denise Creuzot, CFP®, who also goes by Cheryl D Creuzot, is a registered financial advisor currently at WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. located in Houston, Texas.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Cheryl has worked at 8 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
Cheryl D Creuzot
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES, LLC | POSITION HELD: AGENT | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON, TX 77006 | START DATE: 2007 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 | APPROX TRADING HRS PER MTH: 26-40 | DESCRIPTION OF DUTIES: SALES & SERVICE INS. PRODUCTS LIFE, DI/LTC & ANNUITIES. ( 2) INVESTMENT ADVISORY | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | POSITION HELD: AGENT | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON, TX 77006 | START DATE: 2007 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 | APPROX TRADING HRS PER MTH: 10-25 | DESCRIPTION OF DUTIES: PREP & PRESENT FBP FOR FEE. 3) FAMILY RESTAURANTS | INVESTMENT RELATED: NO | DBA NAME: FRENCHY'S RESTAURANT GROUP, INC | POSITION HELD: OFFICER | ADDRESS: 4220 PINEMONT, HOUSTON, TX | START DATE: 10/1/2019 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CHAIR/PRES FAMILY RESTAURANT FRANCHISING (4) EQUESTRIAN TRAINING | INVESTMENT RELATED: NO | DBA NAME: CREUZOT SHOW JUMPERS, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON TX 77006 | START DATE: 12/17/15 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 | APPROX TRADING HRS PER MTH: 10-25 | DESCRIPTION OF DUTIES: PAY BILLS. (5) MD ANDERSON / BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: MD ANDERSON BOARD OF VISITORS | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: UNIV. OF TX MD ANDERSON CANCER CTR, 6900 FANNIN, 6TH FL, HOUSTON, TX 77030 | START DATE: 02/11 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INTL BOARD OF 250 MBS (2X YR). GOV'T REL'T CMTEE APPRAISE GENERAL HEALTH CARE ISS & MEET STATE & FED LEGISLATORS. 6) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: AMEGY BANK | POSITION HELD: DIRECTOR | ADDRESS: HOUSTON, TX | START DATE: 2/3/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: DIRECTOR & ADVISORY BOARD MEMBER OF BANK TO IMPROVE IST STATURE IN THE HOUSTON COMMUNITY; NO INVESTMENT ADVICE. 7) FAMILY PARTNERSHIP | INVESTMENT RELATED: NO | DBA NAME: CREUZOT ENTERTAIMENT, LLC | POSITION HELD: OTHER - MANAGING PARNTER | ADDRESS: 4899 MONTROSE BLVD, UNIT 1610, HOUSTON, TX 77006 | START DATE: 4/1/2020 |NATURE OF ACTIVITY: OTHER - ENTERTAIMENT | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH:LESS THAN 10 | DESCRIPTION OF DUTIES: MP OF LLC DAUGHTER'S ENTERTAINMENT CARRER; AND PERSONAL BOOK AUTHOR OF "REAL LIFE REAL MONERY" 8) PORT AUTHORITY COMMISSIIONOR | INVESTMENT RELATED: NO | DBA NAME: PORT OF HOUSTON | POSITION HELD:BOARD MEMBER | ADDRESS: 111 EAST LOOP NORTH, HOUSTON, TX 77029 | START DATE: 3/24/2020 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES:TO OVERSEE THE GENERAL BUSINESS OF THE PORT OF HOUSTON WHICH MANAGES IMPORT AND EXPORT TRAFFIC OF THE PORT AND THE MANAGEMENT OF THE PORTS OTHER ASSETS.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Denise Creuzot's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
January 13, 2012 - Present
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
Office #1: 3555 Timmons Lane Suite 910, Houston, TX 77027RIA
CRD#: 119127
Houston, TX
Past
August 31, 2021 - September 2, 2021
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Houston, TX
Past
August 31, 2021 - September 2, 2021
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Houston, TX
Past
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
HOUSTON, TX
Past
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
HOUSTON, TX
Past
January 1, 2006 - December 31, 2011
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
January 13, 2003 - December 31, 2005
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
May 22, 2002 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
HOUSTON, TX
Past
November 19, 1989 - November 7, 2001
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 19, 1987 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
HOUSTON, TX
Past
January 14, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
January 28, 1985 - January 21, 1986
LOWRY FINANCIAL SERVICES CORPORATION
BD
CRD#: 7291
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/13/2012)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 3/8/2024
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WD
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
CRD#: 119127 / SEC#:
Texas
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Contact information
Main Address
3555 Timmons Lane Suite 910, Houston, TX 77027
Mailing Address
Phone number
(713) 814-9093
Established
Firm type
Fiscal year end
# of Employees
6
Red Flags
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Company Information
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
CRD#: 119127Houston, TX 77027TRUST BUT VERIFY
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Contact information
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