Advisor at Ladenburg Thalmann Asset Management Inc
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Firm
Ladenburg Thalmann Asset Management Inc
Location
Westminster, MD
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
Cheryl Armitage is a financial advisor at Ladenburg Thalmann Asset Management Inc with 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at T. Rowe Price Investment Services, Inc. for 16 years, as well as various roles within Lincoln Financial Advisors and Osaic Wealth. Ladenburg Thalmann Asset Management serves individual investors, retirement plans, trusts, and registered investment companies by providing portfolio management, financial consulting, and sponsored program services. The firm uses model-based strategies built primarily from mutual funds and ETFs across a range of risk profiles and offers both discretionary and non-discretionary advisory services.
Based on Ladenburg Thalmann Asset Management Inc
Based on Ladenburg Thalmann Asset Management Inc
One-time or periodic flat consulting fees, subject to negotiation.
Negotiable hourly fee for consulting services; maximum asset-based consulting fee of 0.75% annually.
Westminster, MD
Maryland · New York
Ladenburg Thalmann
2025 - Present (1 year)
OSAIC
2025 - 2025 (1 year)
Lincoln Financial Advisors & Securities / Osaic Fa & Fs
2023 - 2025 (2 years)
Lincoln Financial Securities / Osaic Fs
2023 - 2025 (2 years)
Lincoln Financial Advisors / Osaic Fa
2023 - 2025 (2 years)
T. Rowe Price Investment Services, Inc.
2006 - 2022 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
CFP®
Eldersburg, MD
ABEL Financial Management Co.
Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
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