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Cynthia Foster Sherrill

Commonwealth Financial Network

Lincolnton, NC

CRD 6161140

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-08-23
  • NC RA
    APPROVED
    Since 2023-08-23

Branch Locations

Lincolnton, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Asheville NC 02/2013 08/2023
Sherrill, Blake & Harrison Cpa Pa Lincolnton NC 10/2010 Present
Commonwealth Financial Network Waltham MA 08/2023 Present
Previous Registrations
  • 2013-03-22 → 2023-08-28
    Lpl Financial Llc
    Asheville, NC
    Lincolnton, NC
    Asheville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-21
  • S66 Uniform Combined State Law Examination
    2013-03-21
Other Names
  • Cynthia Sherrill
  • Cindy Foster
  • Cindy Sherrill
  • Cynthia Meldora Foster
  • Cynthia M Sherrill

View on SEC IAPD

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