Cheryl A. Moss
Professional summary
Cheryl Ann Moss, CFP®, CLU®, who also goes by Cheryl Ann Layden, is a registered financial advisor currently at HARBOR WEALTH MANAGEMENT, LLC located in Green Bay, Wisconsin.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Cheryl has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Ann Moss's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
January 3, 2017 - Present
HARBOR WEALTH MANAGEMENT, LLC
Office #1: 727 Cormier Road Suite 101, Green Bay, WI 54303June 5, 2013 - December 31, 2016
HARBOR WEALTH MANAGEMENT, LLC
October 8, 2002 - January 11, 2008
MIDWEST PROFESSIONAL PLANNERS, LTD.
April 17, 1997 - June 5, 2013
EQUITABLE ADVISORS, LLC
October 3, 1996 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 3, 1996 - June 5, 2013
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
HARBOR WEALTH MANAGEMENT, LLC
CRD#: 153527 / SEC#: 801-86172
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2017)
Exams
Current Firm
HARBOR WEALTH MANAGEMENT, LLC
CRD#: 153527 / SEC#: 801-86172
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,337 |
| AUM (Assets Under Management) | $ 362,947,912 |
Red Flags
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