RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C••••• A•• S•••
- Business email
- cheryl@charterwm.comreportedcharterwm.comfirm site, Sep 16, 2026
- Direct business phone
- 919-729-2100reportedcharterwm.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•••••• W••••• M••••••••• mixed wealth currentsince Jul 11, 2023 · Raleigh, Nc
- A••••••••• F•••••••• S•••••••• L•• national BDSep 13, 2013 to Jun 21, 2023 · Raleigh, Nc
- R•• C•••••• M••••••• L•• national BDOct 18, 2002 to Oct 10, 2013 · Raleigh, Nc
- J•• L•••••• S••••••••• I••• unclassifiedAug 26, 2002 to Oct 21, 2002 · Cary, Nc
- M••••• S•••••• D• I••• unclassifiedDec 31, 2001 to Aug 27, 2002 · Raleigh, Nc
- A••••••••• F•••••••• S•••••••• L•• to C•••••• W••••• M•••••••••left Jun 21, 2023, registered Jul 11, 2023 (20 days) · Affiliated broker-dealer or bank to independent RIA
- R•• C•••••• M••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Oct 10, 2013, registered Sep 13, 2013 (-27 days) · Affiliated broker-dealer or bank to another
- J•• L•••••• S••••••••• I••• to R•• C•••••• M••••••• L••left Oct 21, 2002, registered Oct 18, 2002 (-3 days) · Other
- M••••• S•••••• D• I••• to J•• L•••••• S••••••••• I•••left Aug 27, 2002, registered Aug 26, 2002 (-1 days) · Other
- C••••• A•• S••• left A••••••••• F•••••••• S•••••••• L•• for C•••••• W••••• M••••••••• (registered 2023-07-11)Jun 21, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address