Cheryl
Blakey
Eagles Coast Wealth Management, LLC
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About this Advisor
Cheryl Blakey is a financial advisor working out of Kirkwood, Pennsylvania, with a total of 4 years of industry experience. Blakey is currently employed by Eagles Coast Wealth Management, LLC. Throughout their career, Blakey has worked at Mass Mutual Life Insurance Company, Mml Investors Services, Susquehanna Bank, Cetera Investment Servies LLC, Bbtis, Santander Securities, LLC, Santander Bank, Na, Eagles Coast Capital, LLC and Eagles Coast Wealth Management, LLC. Blakey maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Pennsylvania. Eagles Coast Wealth Management, LLC is a financial advisory company headquartered in Charleston, SC. The investment advisory business has offices in three locations and a total of six people on staff. It manages $25 million in total assets among its 161 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 161 accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Eagles Coast Wealth Management, LLC has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which service is offered. However, fee types charged by Eagles Coast Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagles Coast Wealth Management, LLC Brokerage Details
$25,375,254
6
161
$157,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Cheryl Blakey Work History
Cheryl has been registered as a financial advisor for 4 years.*
Eagles Coast Capital, LLC
Eagles Coast Wealth Management, LLC
Santander Securities, LLC
Santander Bank, Na
Bbtis
Susquehanna Bank
Cetera Investment Servies LLC
Mml Investors Services
Mass Mutual Life Insurance Company
*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 Cheryl Blakey 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 Eagles Coast Wealth Management, LLC
Hoboken, NJ
Kirkwood, PA
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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