Cheryl Mccarson

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 06/2021
  Merrill Lynch, Pierce, Fenner And Smith
  Fort Worth, TX
• 06/2021 → Present
  Sanctuary Wealth
  Fort Worth, TX

Previous Registrations

• 2011-10-17 → 2021-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

1) Name: Notary Position: Notary Nature: I am a notary Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 12/06/2022 Address: 3000 Bellaire Ranch Dr. Apt. 1812, Fort Worth TX 76109, United States Description: Notarize documents in person

Exams

• S66 Uniform Combined State Law Examination
  2011-10-13

Other Names

• Cheryl K Mcdowell
• Cheryl Kay Mcdowell
• Cheryl K Mccarson