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Cheryl S Parrish

Savant Wealth Management

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About Cheryl S Parrish

Cheryl Parrish is an investment advisor representative with Savant Wealth Management. Cheryl has been in the industry since 1994 and holds Series 7, 31, 63, and 65 licenses. Cheryl has experience with various investment products and services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Cheryl is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Cheryl Parrish is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

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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Cheryl Parrish’s Registration & Firm History

VA

07/05/2022 - Present

Savant Wealth Management (Manassas VA)

MD

06/01/2009 - 06/21/2010

MORGAN STANLEY SMITH BARNEY (BETHESDA MD)

MD

05/17/1994 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 06/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 05/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl S Parrish.
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