Cheryl L. Stuart

Investment Adviser Representative at THE MARSHALL FINANCIAL GROUP LLC

Kingston, NYCRD #1081382Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

43 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 1 states

New York

Examinations passed

Series 63

Uniform Securities Agent State Law Examination

Passed 12/24/1996

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 22

Direct Participation Programs Representative Examination

Passed 9/17/1984

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 2/9/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.03

Source

THE MARSHALL FINANCIAL GROUP LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COMMONWEALTH FINANCIAL NETWORK

7/18/2014 – 8/29/2024Kingston, NY

MML INVESTORS SERVICES, LLC

3/7/1990 – 7/22/2014HUDSON, NY

G. R. PHELPS & CO., INC.

2/10/1983 – 3/10/1990

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cheryl L. Stuart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.