Cheryl
Stuart
The Marshall Financial Group LLC
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About this Advisor
Cheryl Stuart is a financial advisor based in Kingston, New York, working with The Marshall Financial Group LLC. Cheryl has previously worked at Stuart Associates, Inc, Commonwealth Financial Network, and The Marshall Financial Group LLC. Cheryl has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Cheryl is currently part of The Marshall Financial Group LLC, which has 3 offices and 19 employees. The firm manages $593.0 million in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The Marshall Financial Group LLC uses an asset-based fee structure.
Certifications and Registrations
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Fee Structure
Office Location
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The Marshall Financial Group LLC Brokerage Details
$593,043,749
19
2,449
$242,158
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Cheryl Stuart Work History
The Marshall Financial Group LLC
Commonwealth Financial Network
Stuart Associates, Inc
Disclosures
Please visit the SEC profile of Cheryl Stuart 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 The Marshall Financial Group LLC
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Chicago, IL
Hunt Valley, MD
Hunt Valley, MD
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