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Cheryl L. Stuart

THE Marshall Financial Group LLC

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About Cheryl L. Stuart

Cheryl L. Stuart is a financial advisor with The Marshall Financial Group LLC. Cheryl has been in the financial industry since 1983. Cheryl is registered in New York and Texas and is actively working with clients. Cheryl has a background in fixed insurance sales and is the owner of Stuart Associates, Inc. which is a private entity established to facilitate securities business. Cheryl also owns Historic Properties Preservation, LLC which facilitates the ownership of investment property. Cheryl holds the Series 6, Series 22 and Series 63 licenses and the SIE exam.

Firm Information

Cheryl Stuart is currently registered with THE Marshall Financial Group LLC. THE Marshall Financial Group LLC is a registered investment advisor based in HUNT VALLEY, MD. The firm manages approximately $593,043,749 in assets for 2,449 clients, including individuals, corporations, and other institutions. They offer portfolio management services for individuals and businesses. The firm has 9 investment advisor representatives and 4 licensed agents.
THE Marshall Financial Group LLC

225 SCHILLING CIRCLE

HUNT VALLEY, MD 21031

$593.04M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cheryl Stuart’s Registration & Firm History

NY

12/03/2024 - Present

THE Marshall Financial Group LLC (Kingston NY)

NY

07/18/2014 - 08/29/2024

COMMONWEALTH FINANCIAL NETWORK (Kingston NY)

NY

03/07/1990 - 07/22/2014

MML INVESTORS SERVICES, LLC (HUDSON NY)

NA

02/10/1983 - 03/10/1990

G. R. PHELPS & CO., INC.

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Licenses & Designations

BC

Issued 12/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/09/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl L. Stuart.
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