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Cynthia Rose Stroik

Franklin Street Advisors Inc.

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About Cynthia Rose Stroik

Cynthia Rose Stroik is an investment advisor representative with Franklin Street Advisors Inc. and Fifth Third Wealth Advisors LLC. Cynthia has been in the industry since 2013. Cynthia is registered with the state of New Jersey and has been active in the industry for over 10 years. Cynthia has a Series 65 license. Cynthia's areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Cynthia Stroik is currently registered with Franklin Street Advisors Inc.. Franklin Street Advisors Inc. is an investment advisor registered with the SEC. They manage approximately $3.5 billion in assets for clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. The firm is headquartered in Chapel Hill, North Carolina, and offers a variety of investment advisory services, including portfolio management and selection of other advisors.
Franklin Street Advisors Inc.

1450 RALEIGH ROAD

CHAPEL HILL, NC 27517-8833

$3.47B

Assets Under Management

7

Total Clients

15

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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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.

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investment advice

Investment advice

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

Security recommendations

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Cynthia Stroik’s Registration & Firm History

NC

01/10/2024 - Present

Franklin Street Advisors Inc. (CHAPEL HILL NC)

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Licenses & Designations

IA

Issued 02/24/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Rose Stroik.
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