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Cheryl Ann Anthony

Detalus Advisors, LLC

St. Louis, MO

CRD 1463494

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Employer firm

Detalus Advisors, LLC CRD 117958

$2.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Detalus Advisors, Llc

383 Marshall Avenue, St. Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2010-09-16
  • MO RA
    APPROVED
    Since 2010-09-16

Branch Locations

383 Marshall Avenue, St. Louis, MO 63119 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Detalus Securities, Llc St. Louis MO 01/2009 10/2020
Detalus Advisors, Llc St. Louis MO 03/2009 Present
  • 01/2009 → 10/2020
    Detalus Securities, Llc
    St. Louis, MO
  • 03/2009 → Present
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-12
S63 Uniform Securities Agent State Law Examination 1986-04-29
  • S65 Uniform Investment Adviser Law Examination
    2009-03-12
  • S63 Uniform Securities Agent State Law Examination
    1986-04-29
Other Names
  • Cheryl Chiecsek Anthony

View on SEC IAPD

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