Advisor at The Marshall Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Marshall Financial Group LLC
Location
Kingston, NY
Credentials
Series 63
Industry experience
43 years
Cheryl Stuart is a financial advisor with The Marshall Financial Group LLC, holding a Series 63 designation and bringing 43 years of industry experience. She is the founder and president of Stuart Associates, Inc., an advisory firm specializing in securities and financial planning since 1984. Outside of her advisory work, she is the owner and controlling member of Historic Properties Preservation, LLC, which focuses on the acquisition and restoration of historic investment properties. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets, offering services such as fee-based asset management, retirement and estate planning, and education planning, with a portfolio approach centered on asset allocation models and a mix of mutual funds, ETFs, and managed stock accounts.
Based on The Marshall Financial Group LLC
Commissions earned by registered representatives for executing trades and mutual fund sales; includes trailing commissions from some mutual funds
Minimum fee: Minimum annual fee not to exceed $5,000; clients may pay difference if assets under management generate less than minimum
Kingston, NY
New York · Texas
The Marshall Financial Group LLC
2024 - Present (2 years)
Commonwealth Financial Network
2014 - Present (12 years)
Stuart Associates, Inc.
1984 - Present (42 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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