Cheryl W. Lavette

GLOBALT INVESTMENTS

Atlanta, GA 30339

Some features on this profile are disabled

CRD#: 3070849

Professional summary

Cheryl Wattenbarger Lavette is a registered financial advisor currently at GLOBALT INVESTMENTS located in Atlanta, Georgia.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cheryl has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Wattenbarger Lavette'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

November 6, 2023 - Present

GLOBALT INVESTMENTS

Office #1: 3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339

RIA

CRD#: 328039

Atlanta, GA

Past

August 7, 2013 - December 11, 2023

GLOBALT INVESTMENTS

RIA

CRD#: 168405

ATLANTA, GA

Past

September 3, 2010 - August 6, 2013

GLOBALT INC

RIA

CRD#: 106430

ATLANTA, GA

Past

March 6, 2006 - April 2, 2008

FINTECH SECURITIES

CRD#: 132873

ATLANTA, GA

Past

March 24, 2003 - March 17, 2006

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

May 31, 2000 - March 17, 2006

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

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".

GLOBALT INVESTMENTS

GLOBALT INVESTMENTS | GLOBALT INVESTMENTS LLC

CRD#: 328039 / SEC#: 801-129022

RIA

Registered Investment Advisory firm - (11/6/2023 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/20/2023)

IAR

Texas
(11/6/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/30/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2002

General Securities Principal Examination

Current Firm

GLOBALT INVESTMENTS

GLOBALT INVESTMENTS | GLOBALT INVESTMENTS LLC

CRD#: 328039 / SEC#: 801-129022

RIA

Registered Investment Advisory firm - (11/6/2023 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

3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339

Mailing Address

Phone number

(404) 364-2188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - 2025.07.01 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	3,521
AUM (Assets Under Management)	$ 2,809,985,493

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cheryl W. Lavette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Wattenbarger Lavette's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBALT INVESTMENTS

GLOBALT INC

FINTECH SECURITIES

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

GLOBALT INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2003

Series 63

Date: 9/5/2000

Series 7

Date: 5/30/2000

Series 24

Date: 10/10/2002

Current Firm

GLOBALT INVESTMENTS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBALT INVESTMENTS

TRUST BUT VERIFY

Similar Advisors