Cheri D. Poston

GRATUS WEALTH ADVISORS LLC

Virginia Beach, VA 23462

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CRD#: 4510450

Professional summary

Cheri Denny Poston, CFP®, who also goes by Cheri Denny Owen, is a registered financial advisor currently at GRATUS WEALTH ADVISORS LLC located in Virginia Beach, Virginia.

Cheri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Cheri has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheri Denny Owen

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.

1. NewEdge Advisors, LLC; DBA Gratus Wealth Advisors; Start Date 08/01/2022; Investment Advisor Representative; Investment Related; 160 Hours per month devoted to this activity during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheri Denny Poston'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®

CFP^®

Certified Financial Planner

Experience

Current

January 23, 2024 - Present

GRATUS WEALTH ADVISORS LLC

Office #1: 192 Ballard Ct Ste 101, Virginia Beach, VA 23462

RIA

CRD#: 328641

Virginia Beach, VA

Past

September 20, 2022 - February 5, 2024

NEWEDGE ADVISORS

RIA

CRD#: 171351

Virginia Beach, VA

Past

March 8, 2010 - September 20, 2022

CPA INVESTMENT ADVISORS

RIA

CRD#: 116170

VIRGINIA BEACH, VA

Past

May 12, 2003 - February 1, 2010

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

RICHMOND, VA

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".

GRATUS WEALTH ADVISORS LLC

GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA

Registered Investment Advisory firm - (12/7/2023 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

North Carolina
(1/23/2024)

IAR

Virginia
(1/23/2024)

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: 7/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/2003

General Securities Representative Examination

Current Firm

GRATUS WEALTH ADVISORS LLC

GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA

Registered Investment Advisory firm - (12/7/2023 Approved)

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Contact information

Main Address

192 Ballard Ct Ste 101, Virginia Beach, VA 23462

Mailing Address

Phone number

(757) 909-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRATUS WEALTH ADVISORS ADV PART 2A (8/8/2025)

GRATUS WEALTH ADVISORS WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,060
AUM (Assets Under Management)	$ 690,666,938

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/12/2025	Cover Page	Report

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.

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Cheri D. Poston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheri Denny Poston's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRATUS WEALTH ADVISORS LLC

NEWEDGE ADVISORS

CPA INVESTMENT ADVISORS

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

GRATUS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2003

Series 7

Date: 5/8/2003

Current Firm

GRATUS WEALTH ADVISORS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRATUS WEALTH ADVISORS LLC

TRUST BUT VERIFY

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