AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CL

Cheryl A. Lane

Some features on this profile are disabled
CRD#: 2085428
CL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cheryl Anne Lane, who also goes by Cheryl Anne Burger, Cheryl Anne Hubbard, Cheryl Burger Lane, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 1990. Cheryl had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Anne Burger | Cheryl Anne Hubbard | Cheryl Burger Lane

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 21, 2006 - August 20, 2018

CHRYSALIS CAPITAL GROUP, LLC

BD
CRD#: 138499
San Francisco, CA
Past

March 26, 2004 - March 21, 2005

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
SAN FRANCISCO, CA
Past

March 26, 2004 - March 28, 2006

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN FRANCISCO, CA
Past

January 26, 2004 - March 26, 2004

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SAN FRANCISCO, CA
Past

January 26, 2004 - March 26, 2004

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

April 12, 2000 - December 31, 2018

WORLD WIDE WEALTH LLC

RIA
CRD#: 111501
SAN FRANCISCO, CA
Past

December 31, 1997 - January 23, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN FRANCISCO, CA
Past

May 27, 1993 - January 23, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 14, 1992 - March 5, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

January 14, 1992 - March 5, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

May 17, 1991 - January 7, 1992

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

August 31, 1990 - December 19, 1990

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/18/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 5/1/2001
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/1996
General Securities Principal Examination

Current Firm


CC
CHRYSALIS CAPITAL GROUP, LLC
CHRYSALIS CAPITAL GROUP, LLC

CRD#: 138499 / SEC#: , 8-67166

BD
Terminated by SEC on 09/18/2018
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/27/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LANE, CHERYL ANNECCO/CFO/FINOP2085428

Disclosures


Regulatory Event1

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.

Company Information


CHRYSALIS CAPITAL GROUP, LLC

CRD#: 138499

TRUST BUT VERIFY

Monitor Cheryl Lane

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics