Adviser and broker representative · American Investors Company
Cheryl L. Charney
CRD 1346998 · Oakland, CA
At a glance
Cheryl L. Charney is an investment adviser representative with American Investors Company in Oakland, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cheryl’s SEC record dates to 2009, about 17 years ago. Cheryl is also registered as a broker representative.
Current advisory firm
- American Investors CompanySince February 2009Oakland, CA · $631M in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cheryl’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.