Cheryl O. Nester

HISTOR INVESTING

Williamsburg, VA 23185

Some features on this profile are disabled

CRD#: 1062277

Professional summary

Cheryl Orange Nester is a registered financial advisor currently at HISTOR INVESTING, LLC located in Williamsburg, Virginia.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cheryl has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM A CONSULTANT WITH HISTORCONSULTING, INC., A COMPANY WHICH PROVIDES FINANCIAL AND MANAGEMENT CONSULTING SERVICES FOR NON-PROFIT ORGANIZATIONS. I AM THE PRESIDENT AND PRINCIPAL CONSULTANT OF HISTORCONSULTING. I ORGANIZED HISTORINVESTING AND HISTORCONSULTING COMPANIES IN NOVEMBER OF 2007, AND STARTED WORK IN THEM IN JUNE OF 2008. THE TIME I DEVOTE TO HISTORCONSULTING VARIES, BUT AVERAGES TEN HOURS PER MONTH. HISTORINVESTING AND HISTORCONSULTING PROVIDE THE SAME ACCOUNTING BASED CONSULTING SERVICES, BUT TO DIFFERENT MARKETS. HISTORINVESTING PROVIDES SERVICES TO SMALL BUSINESSES AND INDIVIDUALS, AND HISTORCONSULTING PROVIDES SERVICES TO NON-PROFITS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Orange Nester's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2013 - Present

HISTOR INVESTING, LLC

Office #1: 430 Mclaws Circle Suite 100, Williamsburg, VA 23185

RIA

CRD#: 156866

Williamsburg, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/28/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2012

Uniform Investment Adviser Law Examination

Current Firm

HISTOR INVESTING, LLC

CRD#: 156866 / SEC#:

Virginia

Registered Investment Advisory firm - (2/28/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

430 Mclaws Circle Suite 100, Williamsburg, VA 23185

Mailing Address

P.o. Box 5834, Williamsburg, VA 23188

Phone number

(757) 808-5153

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 27,539,758

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Devin Garofalo

COLONIAL RIVER WEALTH MANAGEMENT LLC

IAR

Midlothian, VA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cheryl O. Nester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Orange Nester's CRS (Customer Relationship Summary).

Certified licenses

Experience

HISTOR INVESTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2012

Current Firm

HISTOR INVESTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HISTOR INVESTING, LLC

TRUST BUT VERIFY

Similar Advisors