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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

CHERYL IRENE SMITH

Advisor at TRILLIUM ASSET MANAGEMENT

BOSTON, MA

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Search this name across graphsid dfx:ria:c646d5a3-a8fe-66ef-7d50-cdca12357b37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Nov 1, 1997 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cheryl Irene Smith

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRILLIUM ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Feb 20, 1998
Dual registered: no
IAPD individual key: 3023806

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRILLIUM ASSET MANAGEMENT	Independent wealth	Dec 25, 1997	n/a	yes	BOSTON, MA	Current employment

Relationships

Registered with (1)

→ TRILLIUM ASSET MANAGEMENTRegistered adviserregistration: current employment
Dec 25, 1997 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c646d5a3-a8fe-66ef-7d50-cdca12357b37
First observed: Nov 1, 1997
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHERYL IRENE SMITH

Advisor at TRILLIUM ASSET MANAGEMENT

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c646d5a3-a8fe-66ef-7d50-cdca12357b37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRILLIUM ASSET MANAGEMENT

Independent wealth

Dec 25, 1997

n/a

yes

BOSTON, MA

Current employment