Cheyenne
Knueppel

Truist Advisory Services, Inc

CRD#7375699
Investment Advisor
in Boca Raton, FL

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About this Advisor

Cheyenne Knueppel is a financial advisor based in Boca Raton, Florida, working with Truist Advisory Services, Inc. Cheyenne has previously held positions at Robinhood Financial, LLC, Bennett Road Nightclub LLC, Copper Closet, Elixir, Chillers/Cahoots/Latitudes, Landmark Properties LLC, Pick N' Save, Dairy Cove, American Income Life, Shawano Community High School, University Of Central Florida, Robinhood Markets, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Truist Investment Services, Inc, Truist Advisory Services, Inc, Insite Group, Gilt Concert Venue, and The Station Alafaya. Cheyenne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Cheyenne is part of Truist Advisory Services, Inc, which operates out of Boca Raton, Florida. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5350 Tower Center Road Suite 200
Boca Raton, FL 33486

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

FL Average: $3,570,121,308
Total Number of Employees

2,105

FL Average: 58
Total Number of Accounts

124,201

FL Average: 1,608
Average Account Size

$494,117

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Cheyenne Knueppel Work History

2024 - Present (0 year)

Truist Investment Services, Inc

2024 - Present (0 year)

Truist Advisory Services, Inc

2023 - Present (1 year)

Insite Group

2022 - 2022 (< 1 year)

Robinhood Markets, Inc

2022 - 2023 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2023 (1 year)

Bank Of America N.A

2021 - 2022 (1 year)

Robinhood Financial, LLC

2020 - 2021 (1 year)

Elixir

2020 - 2020 (< 1 year)

American Income Life

2019 - 2019 (< 1 year)

Copper Closet

2018 - 2020 (2 years)

Bennett Road Nightclub LLC

2018 - 2018 (< 1 year)

Chillers/Cahoots/Latitudes

2018 - 2018 (< 1 year)

Landmark Properties LLC

2018 - 2020 (2 years)

Gilt Concert Venue

2018 - 2018 (< 1 year)

The Station Alafaya

2017 - 2021 (4 years)

University Of Central Florida

2015 - 2017 (2 years)

Pick N' Save

2014 - 2014 (< 1 year)

Dairy Cove

2013 - 2017 (4 years)

Shawano Community High School

Disclosures

Please visit the SEC profile of Cheyenne Knueppel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Matthew Dyson
Winchester, VA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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