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Cheryl Lesley Deknatel

Noesis Capital Management Corp.

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About Cheryl Lesley Deknatel

Cheryl Lesley Deknatel is an investment advisor representative with Noesis Capital Management Corp. Cheryl has been in the industry for over 20 years, with experience at various financial institutions including Morgan Stanley. Cheryl has a Series 63, 65, 7, 3, 31 and 24 licenses. Cheryl is also a Certified Financial Planner. Noesis Capital Management Corp. is an independent investment advisory firm located in Boca Raton, Florida. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has over $700 million in assets under management.

Firm Information

Cheryl Deknatel is currently registered with Noesis Capital Management Corp.. Noesis Capital Management Corp. is a Boca Raton, Florida-based investment advisor managing over $707 million in assets for individuals, corporations, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services.
Noesis Capital Management Corp.

FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$707.20M

Assets Under Management

2

Total Clients

6

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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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.

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assets under advisement

Assets under advisement

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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percentage of assets

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

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Cheryl Deknatel’s Registration & Firm History

FL

03/18/2013 - Present

Noesis Capital Management Corp. (BOCA RATON FL)

CT

06/01/2009 - 10/17/2012

MORGAN STANLEY (ESSEX CT)

CT

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ESSEX CT)

NY

05/02/2002 - 04/02/2007

MORGAN STANLEY DW INC. (NEW YORK NY)

NY

08/18/1998 - 11/01/2002

MAHLER & EMERSON INC. (NEW YORK NY)

NY

09/22/2000 - 01/04/2002

KEMPEN & CO U.S.A., INC. (NEW YORK NY)

NY

05/20/1998 - 09/21/2000

BREAN MURRAY & CO., INC. (NEW YORK NY)

NY

11/29/1991 - 03/06/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/24/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 12/17/1991

Series 3 - National Commodity Futures Examination

BC

Issued 11/16/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl Lesley Deknatel.
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