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Vice President | Compliance Officer · Money Concepts Advisory Service

Cheryl Morris Barnett

CRD 1795785 · Named on Form ADV at one SEC-registered adviser

At a glance

Money Concepts Advisory Service, an SEC-registered broker-dealer firm based in Palm Beach Gardens, FL with $4.1 billion in regulatory assets, lists Cheryl Morris Barnett on its Form ADV as Vice President | Compliance Officer.

Firms and roles

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Cheryl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cheryl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.