AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CD

Cheryl K David

CRD# 4662227·Registered 2003 - 2024
Previously Registered: Being a previously registered professional could mean that Cheryl is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Cheryl K David, who also goes by Cheryl K Davidowitz, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 2003 - 2024. Cheryl had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cheryl K Davidowitz

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

23 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Greensboro, NC
October 25, 2019 - December 9, 2024
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Greensboro, NC
October 25, 2019 - December 9, 2024
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Greensboro, NC
May 10, 2004 - October 25, 2019
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Greensboro, NC
July 17, 2003 - October 25, 2019

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) EXECUTOR FOR R.H.; INVESTMENT RELATED; Fiduciary NATURE: ESTATE MANAGEMENT INVESTMENT RELATED: Yes; 2; 1; 11/30/2015; Greensboro NC , I am an Estate Planning Lawyer and I was named to serve as Executor of Decedent's Estate. 2) FIXED INSURANCE/EIA SALES; REGISTERED REPRESENTATIVE NATURE: Selling EIAs, insurance sales for funeral trusts, Medicaid planning; multiple carriers INVESTMENT RELATED: Yes; 1; 1; 10/01/2013; Greensboro NC, EIA sales 3) GREENSBORO ELDERCARE CHANNEL, LLC; MANAGER NATURE: WEBSITE FOR ELDERCARE BUSINESS INVESTMENT RELATED: No; 1; 0; 04/01/2011; Greensboro NC, WEBSITE FOR ELDERCARE BUSINESS. LOCAL SERVICES LIKE HOME HEALTH CARE BUSINESSES, NURSING HOMES, MOVERS, BANKS, ETC. MAY BUY SPACE ON OUR WEBSITE 4) LAW OFFICES OF CHERYL K. DAVID; ATTORNEY NATURE: Law firm INVESTMENT RELATED: No; 160; 160; 09/01/1999; Law firm 5) WISDOM WEALTH CARE; POSITION: Financial Advisor/Owner NATURE: Financial Services through 1st Global INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2017; 528 College Road, Greensboro NC 27410, Referring Advisor 6) NORTHLINE PROPERTIES, LLC; POSITION: Manager/Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2018; 3607 Brown Bark Drive, Greensboro NC 27410, Manage rental property 7) CHERYL DAVID, LLC; POSITION: Manager NATURE: Cheryl David, LLC is the Financial Services Company where advisors Cheryl David, Linus Whitlock, Logan Whitlock and Administrator, David Frank engage in their financial work with 1st Global under the name Wisdom Wealth Care. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/23/2004; 528 College Road, Greensboro NC 27410, I am one of the three 1st Global based Financial Advisors who help clients manage assets 8) C.K. DAVID, LLC; POSITION: OWNER NATURE: Owns land and building. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003; 1109 Nashville Pike, Gallatin TN 37066, I own the LLC which owns the land and building and a management company makes sure that the property is in good order and leased. 9) KIEL LIVING TRUST; POSITION: Trustee NATURE: My parents, Gerald and Judy Kiel, ages 85 and 81, have added me as a Trustee to their Revocable Trust, Kiel Living Trust. Given their ages they want me to have the authority to step in and act independently, as needed. They are still also serving as Trustors and Trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023; 528 College Rd, Greensboro NC 27410, Should it be necessary, I may assist them with bill paying, investments, handling paper work and their estate. 10) GERALD AND JUDITH KIEL POWERS OF ATTORNEY; POSITION: Power of Attorney NATURE: My mother and father have named me on their NC Statutory Durable Power of Attorney as their respective first Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 528 College Rd, Greensboro NC 27410, Should it be necessary to assist them with any financial matters, for non-trust assets (the majority of their assets are in their trusts) then I am named their legal agent to act on their behalf. 11) JUDITH KIEL POWER OF ATTORNEY; POSITION: Agent NATURE: I am my mother's Power of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2022; 528 College Rd, Greensboro NC 27410, Should my mother need assistance with her financial life, such as paying bills, etc., I am named to assist her. 12) GERALD KIEL (PARENT); POSITION: POA NATURE: I am the named POA agent on my father'sestate planning documents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2022; 528 College Rd, Greensboro NC 27410, Should my dad need my involvement in his decision making, I am named as his POA.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
CD
Follow Cheryl
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required