Irvin Lee Cherashore
Professional Summary
Irvin Lee Cherashore was a registered financial advisor. Irvin was a previously registered financial professional and started their career in finance 1966 - 2025. Irvin had worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 000, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
67 years in the financial services industry
Current & Past Employments
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Current Firm
TOCQUEVILLE ASSET MANAGEMENT LP
Contact Information
Main Address
40 West 57th Street 19th Floor, New York, NY 10019Phone Number
(212) 698-0800# of Employees
73SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,314AUM (Assets Under Management)
$10,239,765,232Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/21/2026 | Cover Page | Report |
| 08/26/2025 | Cover Page | Report |
| 09/27/2024 | Cover Page | Report |
| 02/22/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
TOCQUEVILLE ASSET MANAGEMENT LP
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 000 — General Securities Principal Examination
Passed Oct 1966Series 1 — Registered Representative Examination
Passed Mar 1959Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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