Cheryl A. Costa
WOODSIDE WEALTH MANAGEMENT
Framingham, MA 01701
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CRD#: 5030307
Professional summary
Cheryl Ann Costa, CFP®, who also goes by Cheryl Ann Fay, is a registered financial advisor currently at WOODSIDE WEALTH MANAGEMENT located in Framingham, Massachusetts.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Cheryl has worked at 3 firms .
Biography
Cheryl's financial planning and investment management expertise is widely recognized and she has been quoted in the Wall Street Journal, The Boston Globe, The Washington Post, Financial Advisor Magazine, Kiplinger's Personal Finance, and Money Magazine. In addition, Wealth Manager magazine named Cheryl as one of the "Top 50 Women in Wealth Management".
Cheryl is a graduate of Worcester Polytechnic Institute, where she received a Bachelor of Science degree. She also received a Master of Business Administration degree (MBA) from Boston University.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
Estate Planning
Debt Management
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Cheryl Ann Fay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Ann Costa'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®
CFP®
Start date: 2004
Experience
Current
May 13, 2015 - Present
WOODSIDE WEALTH MANAGEMENT
Office #1: 111 Speen Street 2nd Floor, Framingham, MA 01701RIA
CRD#: 175118
Framingham, MA
Past
June 24, 2009 - October 2, 2015
FORTERIS WEALTH MANAGEMENT, INC.
RIA
CRD#: 108314
NATICK, MA
Past
September 13, 2005 - November 28, 2008
FAMILY FINANCIAL ARCHITECTS, INC.
RIA
CRD#: 108071
NATICK, MA
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".
WW
WOODSIDE WEALTH MANAGEMENT
WOODSIDE WEALTH MANAGEMENT | WOODSIDE WEALTH MANAGEMENT LLC
CRD#: 175118 / SEC#: 801-107353
RIA
Registered Investment Advisory firm - (3/1/2016 Approved)Massachusetts
Registered Investment Advisory firm - (3/2/2016 Terminated)Texas
Registered Investment Advisory firm - (3/2/2016 Terminated)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
Maine(6/15/2017)
IAR
Massachusetts(5/13/2015)
IAR
Texas(9/23/2015)
Exams
Current Firm
WW
WOODSIDE WEALTH MANAGEMENT
WOODSIDE WEALTH MANAGEMENT | WOODSIDE WEALTH MANAGEMENT LLC
CRD#: 175118 / SEC#: 801-107353
RIA
Registered Investment Advisory firm - (3/1/2016 Approved)Massachusetts
Registered Investment Advisory firm - (3/2/2016 Terminated)Texas
Registered Investment Advisory firm - (3/2/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 Speen Street 2nd Floor, Framingham, MA 01701
Mailing Address
Phone number
(508) 655-0210
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 401 |
| AUM (Assets Under Management) | $ 226,018,513 |
Red Flags
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Company Information
WOODSIDE WEALTH MANAGEMENT
CRD#: 175118Framingham, MA 01701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
