Cheryl Ann Kassab
Investment adviser representative at Clarkston Capital Partners, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Alps Distributors, IncAug 2015 to now
- Clarkston Capital Partners, LLC.Jan 2009 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Clarkston Capital Partners, LLC
$1.7BAssets managed
142Clients
5Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6038683
- Firm CRD
- 143456