Director · Trillium Asset Management
Cheryl I. Smith
CRD 3023806 · Named on Form ADV at one SEC-registered adviser
At a glance
Trillium Asset Management, an SEC-registered wealth manager based in Boston, MA with $4.3 billion in regulatory assets, lists Cheryl I. Smith on its Form ADV as Director, a control person.
Firms and roles
- Trillium Asset ManagementDirectorWealth manager · Boston, MA · $4.3B in regulatory assets
AtlasMembers
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
- 1 firmLocked
- 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 (6)
- Matthew W. PatskyDirector, Trillium Asset Management
- Allan J. Lo ProtoDirector, Trillium Asset Management
- Alexander JovanovicCEO, Trillium Asset Management
- Whitney A. ZeleeChief Operations Officer, Trillium Asset Management
- Yana KaralnikChief Compliance Officer, Trillium Asset Management
1 more person named with Cheryl on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething 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.