Operational and Financial Associate · Sandstone Asset Management Inc.
Cheryl Sung
CRD 6661775 · Named on Form ADV at one SEC-registered adviser
At a glance
Sandstone Asset Management Inc., an SEC-registered wealth manager based in Calgary, Canada with $331 million in regulatory assets, lists Cheryl Sung on its Form ADV as Operational and Financial Associate.
Firms and roles
- Sandstone Asset Management Inc.Operational and Financial AssociateWealth manager · Calgary, Canada · $331M 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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sharon E. WatkinsCEO & CCO, Sandstone Asset Management Inc.
- Brent D. PickerlPresident, Sandstone Asset Management Inc.
- Niomi N. DunnePortfolio Manager, Sandstone Asset Management Inc.
- Ivan R. MatishakCFO, Sandstone Asset Management Inc.
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.