Michael D. Cherrey

MDC FINANCIAL CONSULTING

WASHINGTON TOWNSHIP, NJ

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CRD#: 4564860

Professional summary

Michael David Cherrey, CFP® is a registered financial advisor currently at MDC FINANCIAL CONSULTING, LLC located in Washington Township, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 1 firm and has passed the Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Cherrey'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

July 18, 2002 - Present

MDC FINANCIAL CONSULTING, LLC

RIA

CRD#: 121585

WASHINGTON TOWNSHIP, NJ

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

New Jersey
(7/18/2002)

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Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/1997

Uniform Combined State Law Examination

Current Firm

MDC FINANCIAL CONSULTING, LLC

CRD#: 121585 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/19/2001 Approved)

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Contact information

Main Address

Washington Township, NJ

Mailing Address

Phone number

(201) 666-6838

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 13,319,122

Red Flags

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

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Michael D. Cherrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Cherrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MDC FINANCIAL CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/1997

Current Firm

MDC FINANCIAL CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MDC FINANCIAL CONSULTING, LLC

TRUST BUT VERIFY

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