CW

Cheryl S. Wood

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CRD#: 869447
CW

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 Stewart Wood, who also goes by Cheryl Elise Eldridge, Cheryl Eldridge, Cheryl Eldridge Meyers, Cheryl Eldridge Stewart, Cheryl Elise Stewart, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 1979. Cheryl had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Elise Eldridge | Cheryl Eldridge | Cheryl Eldridge Meyers | Cheryl Eldridge Stewart | Cheryl Elise Stewart

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)


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

September 25, 2001 - December 3, 2014

MCRAE CAPITAL MANAGEMENT L.L.C.

RIA
CRD#: 117477
EDMONDS, WA
Past

February 14, 1994 - October 9, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 13, 1989 - March 9, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 1, 1983 - February 23, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 1, 1979 - July 29, 1983

FOSTER & MARSHALL INC.

BD
CRD#: 321

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
State Security Law Exam
General Industry/Product Exam

Current Firm


MC
MCRAE CAPITAL MANAGEMENT L.L.C.
MCRAE CAPITAL MANAGEMENT L.L.C.

CRD#: 117477 / SEC#: 801-66361

RIA
Registered Investment Advisory firm - (12/4/2012 Terminated)
Idaho
Registered Investment Advisory firm - (4/30/2019 Approved)
Washington
Registered Investment Advisory firm - (7/29/2025 Approved)
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Contact information


Main Address
Ketchum, ID
Mailing Address
151 Fourth St W Unit 5326, Ketchum, ID 83340
Phone number
(425) 673-4090
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts35
AUM (Assets Under Management)$ 19,658,196

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


MCRAE CAPITAL MANAGEMENT L.L.C.

CRD#: 117477

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