Cheryl L. Armitage

LADENBURG THALMANN ASSET MANAGEMENT

WESTMINSTER, MD

Some features on this profile are disabled

CRD#: 2436774

Professional summary

Cheryl Lynn Armitage, who also goes by Cheryl Lynn Jarolin, Cheryl Lynn Smith, is a registered financial advisor currently at LADENBURG THALMANN ASSET MANAGEMENT INC located in Westminster, Maryland and LADENBURG THALMANN & CO. INC. located in New York, New York.

Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Cheryl has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Lynn Jarolin | Cheryl Lynn Smith

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) - RIA

Click below to view Cheryl Lynn Armitage's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 2, 2025 - Present

LADENBURG THALMANN ASSET MANAGEMENT INC

RIA

CRD#: 108604

WESTMINSTER, MD

Current

April 2, 2025 - Present

LADENBURG THALMANN & CO. INC.

Office #1: 640 5th Avenue 4th Floor, New York, NY 10019

CRD#: 505

New York, NY

Past

January 24, 2025 - April 7, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

Past

January 24, 2025 - April 7, 2025

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 18, 2023 - January 24, 2025

OSAIC FA, INC.

RIA

CRD#: 3978

RADNOR, PA

Past

January 17, 2023 - January 24, 2025

OSAIC FS, INC.

CRD#: 3870

RADNOR, PA

Past

January 17, 2023 - January 24, 2025

OSAIC FA, INC.

CRD#: 3978

RADNOR, PA

Past

June 4, 2020 - November 28, 2022

T. ROWE PRICE ASSOCIATES, INC.

RIA

CRD#: 105496

Baltimore, MD

Past

November 9, 2006 - November 28, 2022

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

December 1, 2005 - October 12, 2006

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

BALTIMORE, MD

Past

September 22, 1994 - December 1, 2005

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

February 23, 1994 - September 15, 1994

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LADENBURG THALMANN ASSET MANAGEMENT INC

GORDON WEALTH | THE CUNDY GROUP | THE BRESLIN GROUP | LADENBURG THALMANN ASSET MANAGEMENT INC

CRD#: 108604 / SEC#: 801-54909

RIA

Registered Investment Advisory firm - (10/16/1997 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(4/2/2025)

IAR

Maryland
(4/2/2025)

New York
(4/2/2025)

IAR

New York
(4/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/3/2020

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/14/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 10/8/2019

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 1/31/2007

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

LADENBURG THALMANN ASSET MANAGEMENT INC

GORDON WEALTH | THE CUNDY GROUP | THE BRESLIN GROUP | LADENBURG THALMANN ASSET MANAGEMENT INC

CRD#: 108604 / SEC#: 801-54909

RIA

Registered Investment Advisory firm - (10/16/1997 Approved)

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

640 Fifth Avenue 4th Fl., New York, NY 10019

Mailing Address

Phone number

(800) 995-5267

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LADENBURG THALMANN ASSET MANAGEMENT INC - LADENBURG ASSET MANAGEMENT PROGRAM - MANAGED ANNUITIES (9/15/2025)

PLAN SPONSOR & PLAN PARTICIPANT SERVICES BROCHURE (9/15/2025)

LADENBURG THALMANN ASSET MANAGEMENT INC - PRIVATE INVESTMENT MANAGEMENT (PIM) WRAP FEE BROCHURE (9/15/2025)

$YMBIL PROGRAM BROCHURE (9/15/2025)

LADENBURG THALMANN ASSET MANAGEMENT INC - FORM ADV PART 2A - FIRM BROCHURE (9/15/2025)

LADENBURG THALMANN ASSET MANAGEMENT INC - ARCHITECT WRAP FEE BROCHURE (9/15/2025)

LADENBURG THALMANN ASSET MANAGEMENT INC - INVESTMENT CONSULTANT SERVICES (ICS) WRAP FEE BROCHURE (9/15/2025)

LADENBURG THALMANN ASSET MANAGEMENT INC - LADENBURG ASSET MANAGEMENT PROGRAM (LAMP) WRAP FEE BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts	3,334
AUM (Assets Under Management)	$ 5,611,078,759

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cheryl L. Armitage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Lynn Armitage's CRS (Customer Relationship Summary).

Certified licenses

Experience

LADENBURG THALMANN & CO. INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FA, INC.

OSAIC FS, INC.

OSAIC FA, INC.

T. ROWE PRICE ASSOCIATES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

FRANKLIN DISTRIBUTORS, LLC

LEGG MASON WOOD WALKER, INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

LADENBURG THALMANN ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2020

Series 65

Date: 11/14/1996

Series 63

Date: 3/16/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/22/1994

Series 30

Date: 10/8/2019

Series 24

Date: 1/31/2007

FINRA

NYSE American LLC

NYSE Arca, Inc.

NYSE Texas, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

LADENBURG THALMANN ASSET MANAGEMENT INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LADENBURG THALMANN ASSET MANAGEMENT INC

TRUST BUT VERIFY

Contact information

Similar Advisors