Cheryl
Fineman
Dhody Investment Group
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About this Advisor
Cheryl Fineman is a financial advisor who works out of Miami Beach, Florida with a total of 1 year of industry experience. Fineman is on the advisory team at Dhody Investment Group. Their career trajectory has included roles at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, Blue Investment Management, LLC and Lps Capital LLC. Fineman has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Florida. Dhody Investment Group is a financial advisory firm that has its headquarters in Miami Beach, FL. It has $170 million in assets under management between its 16 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 16 accounts, 100% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on which service is provided. However, fee types charged by Dhody Investment Group likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dhody Investment Group Brokerage Details
$169,893,567
3
16
$10,618,348
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cheryl Fineman Work History
Cheryl has been registered as a financial advisor for 1 years.*
Blue Investment Management, LLC
Lps Capital LLC
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cheryl Fineman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dhody Investment Group
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
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