Cheryl S. Wood
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 25, 2001 - December 3, 2014
MCRAE CAPITAL MANAGEMENT L.L.C.
February 14, 1994 - October 9, 2001
UBS FINANCIAL SERVICES INC.
February 13, 1989 - March 9, 1994
CITIGROUP GLOBAL MARKETS INC.
July 1, 1983 - February 23, 1989
PRUDENTIAL EQUITY GROUP, LLC
August 1, 1979 - July 29, 1983
FOSTER & MARSHALL 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
MCRAE CAPITAL MANAGEMENT L.L.C.
CRD#: 117477 / SEC#: 801-66361
Contact information
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 16,389,379 |
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.
