Cheryl L. Traudt

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CRD#: 6862907

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 Lynne Traudt, who also goes by Cheryl L Traudt, Cheryl Lawson Traudt, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 2017. Cheryl had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Cheryl L Traudt | Cheryl Lawson Traudt

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.

Jubilee Springs LLC; Non-investment-related; 16185 Brazos Court, Temple, TX 76502; Family ranch management; Member, LLC; 09/2017; 10 hrs per month; 0 hrs during securities trading hours; One of five Members engaged in active ranch management activities including a wildlife management program.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

October 23, 2017 - April 16, 2025

DISCIPLINED INVESTORS, L.L.C.

RIA

CRD#: 114614

WACO, TX

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".

DISCIPLINED INVESTORS, L.L.C.

CRD#: 114614 / SEC#: 801-67768

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

Texas

Registered Investment Advisory firm - (5/10/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2017

Uniform Investment Adviser Law Examination

Current Firm

DISCIPLINED INVESTORS, L.L.C.

CRD#: 114614 / SEC#: 801-67768

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

Texas

Registered Investment Advisory firm - (5/10/2007 Terminated)

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Contact information

Main Address

100 North 6th Street Suite 500, Waco, TX 76701

Mailing Address

Phone number

(254) 265-7410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCIPLINED INVESTORS ADV 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,510
AUM (Assets Under Management)	$ 702,453,810

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.

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Cheryl L. Traudt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DISCIPLINED INVESTORS, L.L.C.

Primary Firm SEC Registration

DISCIPLINED INVESTORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2017

Current Firm

DISCIPLINED INVESTORS, L.L.C.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DISCIPLINED INVESTORS, L.L.C.

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