Cheryl B. Fineman

DHODY INVESTMENT GROUP

MIAMI BEACH, FL 33139

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CRD#: 3025358

Professional summary

Cheryl Beth Fineman, who also goes by Cheryl Beth Goldstein, is a registered financial advisor currently at DHODY INVESTMENT GROUP located in Miami Beach, Florida.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Cheryl has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Beth Goldstein

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.

1. Dhody Investment Group; investment-related; 2340 Collins Avenue, Suite 604, Miami Beach, FL; RIA, Representative; start 06/2022; 60 hrs/mo - 55hrs/mo during mkt hrs; service accounts. 2. Blue Investment Group; investment-related; 2340 Collins Avenue, Suite 604, Miami Beach, FL; 3(c)(7) exempt funds, Chief Administration Officer; start 06/2022; 100 hrs/mo - 75hrs/mo during mkt hrs; 3(c)(7) exempt fund manager.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Beth Fineman's CRS (Customer Relationship Summary).

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

September 28, 2022 - Present

DHODY INVESTMENT GROUP

Office #1: 2340 Collins Avenue Suite 604, Miami Beach, FL 33139

RIA

CRD#: 318610

MIAMI BEACH, FL

Past

June 17, 2022 - December 3, 2024

LPS CAPITAL LLC

CRD#: 155246

Palm Beach Gardens, FL

Past

May 19, 2017 - June 3, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Miami, FL

Past

September 6, 2016 - June 3, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Miami, FL

Past

April 4, 2005 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

March 13, 2003 - April 12, 2005

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 17, 2002 - March 12, 2003

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

April 13, 2001 - July 26, 2002

ROBERTSON STEPHENS, INC.

RIA

CRD#: 41271

NEW YORK, NY

Past

July 17, 2000 - July 26, 2002

ROBERTSON STEPHENS, INC.

CRD#: 41271

SAN FRANCISCO, CA

Past

December 18, 1998 - July 12, 2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC | DHODY INVESTMENT GROUP

CRD#: 318610 / SEC#: 801-123591

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

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

Florida
(9/28/2022)

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 66

Date: 3/8/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1998

General Securities Representative Examination

Current Firm

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC | DHODY INVESTMENT GROUP

CRD#: 318610 / SEC#: 801-123591

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

2340 Collins Avenue Suite 604, Miami Beach, FL 33139

Mailing Address

Phone number

(305) 433-4250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIM ADV BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 259,440,175

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.

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Advisor Monitoring

Firm Stability Insights

Cheryl B. Fineman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Beth Fineman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPS CAPITAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

DEUTSCHE BANK SECURITIES INC.

LEHMAN BROTHERS INC.

JEFFERIES LLC

ROBERTSON STEPHENS, INC.

ROBERTSON STEPHENS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

DHODY INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2001

Series 63

Date: 1/15/1999

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1998

Current Firm

DHODY INVESTMENT GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DHODY INVESTMENT GROUP

TRUST BUT VERIFY

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