CK
CFP
CK
CFP

Cheryl Kassab

12 Years of Experience
Broker

Cheryl Kassab is a CFP-designated registered investment advisor, based in Rochester, MI, with 12 years of industry experience.

Location

303 East Third St, Suite 110, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cheryl works as an investment advisor for Clarkston Capital Partners LLC since 2009, dedicating full-time hours to the role. Her duties include investment counseling, portfolio management, and allocation.

Employment History
Current Registrations
Alps Distributors, INC.Broker
November 2015 - Present · 10 yrs 5 mos
Clarkston Capital Partners, LLC
June 2013 - Present · 12 yrs 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.