Cheryl A. Kotlarz
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 Ann Kotlarz, who also goes by Cheryl Ann Mileski, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 2010. Cheryl had worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 9, 2012 - October 25, 2023
SEIZERT CAPITAL PARTNERS
July 23, 2010 - May 18, 2011
SIGMA INVESTMENT COUNSELORS
Primary Firm SEC Registration
SEIZERT CAPITAL PARTNERS
CRD#: 108954 / SEC#: 801-57995
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 9/25/1992
Non-Member General Securities ExaminationCurrent Firm
SEIZERT CAPITAL PARTNERS
CRD#: 108954 / SEC#: 801-57995
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 2,318,227,092 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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