CHERRY BEKAERT WEALTH MANAGEMENT LLC

CHERRY BEKAERT WEALTH MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 108504). Regulatory assets under management: $568.6M.

Registration

Officers, owners & control persons (12)

NameRoleLocation
LEITER TINA MARIECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SECRETARY
MAUND MARK TIMOTHYCHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY; MANAGER & SECRETARY; MANAGER, SECRETARY & CHIEF COMPLIANCE OFFICER (+5 more)
CATES JOHN DOUGLASSMANAGER & PRESIDENT; PRESIDENT
RICHARDS DAVID BRUCEMANAGER & VICE PRESIDENT; MANAGER, VICE PRESIDENT & CCO; MANAGER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER (+2 more)
SLATE CHRISTINE MCFADDENCHIEF COMPLIANCE OFFICER
WATKINS WESLEY HOWELLMANAGING DIRECTOR; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
YOUNG MARK AARONCHIEF COMPLIANCE OFFICER
BERTOZZI NICHOLAS ROGERCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; SECRETARY
PETERS LILLIAN MARTINEZVICE PRESIDENT
TURNER JOSEPH LINWOODCHIEF COMPLIANCE OFFICER
HILL CHRISTOPHER GEDDYCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SECRETARY
PELLER JEFFREY SCOTTCEO/PRESIDENT

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