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Cheryl Spahr Wickham

Captrust

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About Cheryl Spahr Wickham

Cheryl Wickham is a registered investment advisor representative with Captrust in Raleigh, NC. Cheryl has been in the industry since 1994 and is licensed to provide investment advice in North Carolina. She has been affiliated with Captrust since February 2018. Prior to that, Cheryl worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Cheryl specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Cheryl Wickham holds Series 63, 66, 7 and SIE licenses.

Firm Information

Cheryl Wickham is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Cheryl Wickham’s Registration & Firm History

NC

05/22/2018 - Present

Captrust (RALEIGH NC)

NC

02/15/2008 - 12/19/2017

UBS FINANCIAL SERVICES INC. (RALEIGH NC)

NC

11/16/1993 - 02/28/2008

CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 02/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cheryl Spahr Wickham. Review regulatory record here.
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