Cheryl H. Povalla
Professional summary
Being a previously registered professional could mean that this person 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.
Cheryl Hauser Povalla, CFP®, who also goes by Cheryl Ann Hauser, Cheryl H Povalla, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 2009. Cheryl had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 8, 2018 - July 12, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC
August 23, 2010 - April 12, 2013
PRIVATE VISTA, LLC
February 9, 2010 - August 25, 2010
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
February 9, 2010 - October 4, 2011
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 11, 2009 - January 15, 2010
M HOLDINGS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BUCKINGHAM STRATEGIC WEALTH, LLC
CRD#: 143323 / SEC#: 801-67640
Contact information
Regulatory assets under management
| Total Number of Accounts | 51,749 |
| AUM (Assets Under Management) | $ 29,509,452,509 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 01/24/2024 | ||
| 07/22/2022 |
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.
