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Cheri Ann Litzenburg

Cary Street Partners

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About Cheri Ann Litzenburg

Cheri Ann Litzenburg is a Registered Representative and Investment Advisor Representative with Cary Street Partners. Cheri has been in the securities industry since May 2000 and has a broad range of experience, including portfolio management, financial planning, and pension consulting. Cheri holds Series 7 and 66 licenses and is registered with the state of Virginia. Cheri is also a line dance instructor in the Fredericksburg, VA area.

Firm Information

Cheri Litzenburg is currently registered with Cary Street Partners. Cary Street Partners is an investment advisory firm based in Richmond, Virginia, with over $6.97 billion in assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses, including insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for businesses. They have been registered with the SEC since 2002.
Cary Street Partners

901 EAST BYRD STREET

RICHMOND, VA 23219

$6.98B

Assets Under Management

7

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with certain third parties

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Cheri Litzenburg’s Registration & Firm History

VA

09/16/2008 - Present

Cary Street Partners (FREDERICKSBURG VA)

DC

02/21/2006 - 10/01/2008

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

MD

03/16/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

05/17/2000 - 09/02/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheri Ann Litzenburg.
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