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Cheryl L. Stuart

42 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
914 clients
Average Client Portfolio
$649K average
Assets Under Management
$593.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

Kingston, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Cheryl is a 100% shareholder, President, and Director of Wealth Management at Stuart Associates, Inc., an advisory firm, since 1984, and also provides financial planning and fixed insurance recommendations. She also owns Historic Properties Preservation, LLC, focusing on real estate acquisitions and management, dedicating minimal time outside business hours.

Employment History
Current Registrations
The Marshall Financial Group LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Commonwealth Financial Network
June 2021 - August 2024 · 3 yrs 2 mos
Commonwealth Financial NetworkBroker
July 2014 - August 2024 · 10 yrs 1 mo
MML Investors Services, LLCBroker
March 1990 - July 2014 · 24 yrs 4 mos
G. R. Phelps & CO., INC.Broker
February 1983 - March 1990 · 7 yrs 1 mo
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.