# Cheryl N Lorenzo

Cheryl N Lorenzo is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-10-12 | present | Yes |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2022-09-15 | 2023-08-14 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2020-07-24 | 2022-08-30 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-10-26 | 2020-07-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-06-23 | 2017-01-25 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2003-12-09 | 2004-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2203966)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2203966.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.