Cheryl I. Smith
Professional summary
Cheryl Irene Smith, CFA is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cheryl has worked at 2 firms and has passed the Series 63, Series 65, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Irene Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 25, 1997 - Present
TRILLIUM ASSET MANAGEMENT
Office #1: Two Financial Center 60 South St., Suite 1100, Boston, MA 02111July 19, 2000 - March 5, 2003
FORESIDE FUND SERVICES, LLC
Primary Firm SEC Registration
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/25/1997)
(5/8/2015)
Exams
Current Firm
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,149 |
| AUM (Assets Under Management) | $ 5,012,664,360 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | ||
| 02/26/2025 | ||
| 08/21/2023 | ||
| 02/28/2023 |
Red Flags
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Company Information
TRILLIUM ASSET MANAGEMENT
CRD#: 110901Boston, MA 02111TRUST BUT VERIFY
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