AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CV

Cheryl A. Villani

Some features on this profile are disabled
CRD#: 4662140
CV

Professional summary

Cheryl Ann Villani was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Cheryl is a previously registered financial advisor and started their career in finance in 2005. Prior to being barred, Cheryl had worked at 6 firms, which includes BROKERAGESELECT, LIGHTPOINT BUSINESS ADVISORS LLC, ADP BROKER-DEALER INC., NEXT FINANCIAL GROUP INC., INVESTORS CAPITAL CORP., WADDELL & REED.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cheryl Ann Giorgio

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 29, 2009 - June 20, 2011

BROKERAGESELECT

BD
CRD#: 47974
NEW YORK, NY
Past

June 16, 2009 - December 31, 2011

LIGHTPOINT BUSINESS ADVISORS, LLC

RIA
CRD#: 148161
BROOKLINE, NH
Past

January 15, 2008 - April 28, 2009

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

October 19, 2006 - September 18, 2007

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
NASHUA, NH
Past

October 19, 2006 - September 18, 2007

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
NASHUA, NH
Past

May 22, 2006 - October 23, 2006

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
NASHUA, NH
Past

May 22, 2006 - October 23, 2006

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
NASHUA, NH
Past

December 5, 2005 - May 25, 2006

WADDELL & REED

RIA
CRD#: 866
WALTHAM, MA
Past

December 5, 2005 - May 25, 2006

WADDELL & REED

BD
CRD#: 866
WALTHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2005
General Securities Representative Examination

Current Firm

BR
BROKERAGESELECT
BROKERAGESELECT | IDAYTRADE INC.

CRD#: 47974 / SEC#: , 8-51996

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
364 West 117th Street Suite 5a, New York, NY 10026
Mailing Address
364 West 117th Street Suite 5a, New York, NY 10026
Phone number
(917) 837-2287
Established
New York since 04/22/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GREEN, IAN JOSEPHCEO,CHIEF COMPLIANCE OFFICER3097802
CARTY, CAROLYN CLAREFINOP1935528

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.

Company Information

BROKERAGESELECT

CRD#: 47974

TRUST BUT VERIFY

Monitor Cheryl Villani

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics