Cynthia
Stroik
Franklin Street Advisors Inc
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About this Advisor
Cynthia Stroik is a financial advisor based in Chapel Hill, North Carolina, working with Franklin Street Advisors Inc. Cynthia has previously held positions at Harthsorne Group, Inc, Wbi Investments, Millington Securities, Inc, M&T Bank, and Fifth Third Bank, N.A. Cynthia has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and North Carolina. Currently, Cynthia is part of Franklin Street Advisors Inc, which operates out of Chapel Hill, North Carolina. The firm has 39 employees and manages assets totaling $3.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Franklin Street Advisors Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Franklin Street Advisors Inc Brokerage Details
$3,465,042,044
39
1,563
$2,216,917
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Cynthia Stroik Work History
Fifth Third Bank, N.A
M&T Bank
Harthsorne Group, Inc
Wbi Investments
Millington Securities, Inc
Disclosures
Please visit the SEC profile of Cynthia Stroik 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 Franklin Street Advisors Inc
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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