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CL

Cheryl C. Leahy

VISTA EQUITY PARTNERS CAPITAL MARKETS
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 5002733
CL

Professional summary


Cheryl Cecchini Leahy, who also goes by Cheryl Ann Cecchini, Cheryl Cecchini, Cheryl Ann Cecchini Leahy, is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in San Francisco, California.

Cheryl is registered as a RR (Registered Representative) and started their career in finance in 2008. Cheryl has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Ann Cecchini | Cheryl Cecchini | Cheryl Ann Cecchini Leahy

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) - BD


Click below to view Cheryl Cecchini Leahy's 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

September 29, 2025 - Present

VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

Office #1: 4 Embarcadero Center 20th Floor, San Francisco, CA 94111
BD
CRD#: 332887
San Francisco, CA
Past

March 24, 2016 - April 3, 2019

SIXTH STREET BD, LLC

BD
CRD#: 281933
San Francisco, CA
Past

August 14, 2015 - March 23, 2016

TPG CAPITAL BD, LLC

BD
CRD#: 143876
SAN FRANCISCO, CA
Past

September 14, 2009 - August 12, 2015

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

August 26, 2008 - September 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Series 63
Date: 8/29/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2025
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/31/2014
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VE
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887 / SEC#: , 8-71280

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
50 Hudson Yards Floor 77, New York, NY 10001
Mailing Address
50 Hudson Yards Floor 77, New York, NY 10001
Phone number
(212) 804-9100
Established
Delaware since 08/05/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
VISTA EQUITY PARTNERS MANAGEMENT, LLCSOLE MEMBER156973
KRIEWALD, JESSICAFINANCIAL AND OPERATIONS PRINCIPAL7052634
MACNEILL, ASHLEY MCO-CHIEF EXECUTIVE OFFICER5778003
ROOMINA, YASAMIN TARACHIEF COMPLIANCE OFFICER6398919
SOFIELD, KEVIN JOSEPHCO-CHIEF EXECUTIVE OFFICER4004331

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


VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887San Francisco, CA 94111

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