Cherry
Laska
Capital Financial Services LLC
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About this Advisor
Cherry Laska is a certified financial planner based out of Clifton Park, New York. Laska is on the advisory team at Capital Financial Services LLC. Throughout their career, Laska has worked at Morgan Stanley, Cgl Productions & Consulting, LLC, Morgan Stanley Private Bank, N.A, Cwm, LLC, Carson Wealth Management and Capital Financial Services, LLC. Laska maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Capital Financial Services LLC is a registered investment business that has its headquarters in Clifton Park, NY. It handles $128 million in total assets across its 484 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Capital Financial Services LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on the type of financial services offered. However, fee types charged by Capital Financial Services LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Financial Services LLC Brokerage Details
$127,604,183
5
484
$263,645
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cherry Laska Work History
Cherry has been registered as a financial advisor for 0 years.*
Capital Financial Services, LLC
Cwm, LLC
Carson Wealth Management
Cgl Productions & Consulting, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cherry Laska 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 Capital Financial Services LLC
Clifton Park, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
