Cheryl M. Smith
Professional summary
Cheryl May Smith, who also goes by Cheryl May Cochrane, is a registered financial advisor currently at BMO NESBITT BURNS SECURITIES LTD. and BMO NESBITT BURNS SECURITIES LTD. .
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Cheryl has worked at 2 firms and has passed the Series 63, SIE and Series 37 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl May Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 7, 2025 - Present
BMO NESBITT BURNS SECURITIES LTD.
Office #1: 525 8th Ave Sw Suite 1100, Calgary, T2P 1G1October 3, 2011 - Present
BMO NESBITT BURNS SECURITIES LTD.
Office #1: 525 8th Ave Sw Suite 1100, Calgary, Alberta, T2P 1G1Primary Firm SEC Registration
BMO NESBITT BURNS SECURITIES LTD.
CRD#: 281337 / SEC#: 801-107176
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/14/2015)
(6/5/2020)
(6/11/2018)
(10/28/2022)
(9/24/2020)
(8/17/2017)
(9/24/2020)
(10/17/2011)
(10/17/2011)
(11/7/2025)
(9/24/2020)
(6/6/2017)
Exams
Series 37
Date: 10/1/2011
Canada Module of the General Securities Registered Representative (With Options Questions)FINRA
Current Firm
BMO NESBITT BURNS SECURITIES LTD.
CRD#: 281337 / SEC#: 801-107176
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 932,018,173 |
Red Flags
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