Merrill
47yrs
Top 1% by experience in Naples
17yrs
Brad Cherkin has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Naples, Florida. Brad has been with Truist Advisory Services since 2021; before that, Brad spent two years at BB&t Securities and seven years at BB&t Investment Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors in Florida
Office801 Laurel Oak Dr, Naples, FL 34108
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2018 – 2021BB&t Securities, LLCPreviously
- Jan 2018 – Apr 2018BB&t Securities, LLCPreviously
- 2010 – 2018BB&t Investment Services, Inc.Previously
Contact Brad
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Brad. 801 Laurel Oak DrNaples, FL 34108Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Brad
Tailored to Brad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brad
How do I contact Brad?
Call Truist Advisory Services at (800) 874-4770 and ask for Brad Cherkin. Brad works from the Naples, FL office.
How long has Brad been a financial advisor?
Brad has been in the industry since 2009, about 17 years. More experience than 55% of advisors in Florida.
What licenses does Brad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brad paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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