CA
Cheryl J. Andrew
IBEX WEALTH ADVISORS
Bedminster, NJ 07921
Some features on this profile are disabled
CRD#: 4799937
CA
Professional summary
Cheryl Joan Andrew, who also goes by Cheryl J Andrew, is a registered financial advisor currently at IBEX WEALTH ADVISORS, LLC located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Bedminster, New Jersey.
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Cheryl has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl J Andrew
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- 02/2025 / Notary / Notary / Investment Related / 160 hrs mth / 8 hrs during trading / Bedminster, NJ / Start date: 01/27/2025 2- 02/2025 / Ibex Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3) 02/04/2025 - Ibex Wealth Advisors LIC - Not Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to IBEX WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 02/04/2025 - IBEX WEALTH ADVISORS, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to IBEX WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Joan Andrew'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®
NoneExperience
Current
January 27, 2025 - Present
IBEX WEALTH ADVISORS, LLC
Office #1: 135 Us Highway 202 206 Suite 4, Bedminster, NJ 07921RIA
CRD#: 168674
Bedminster, NJ
Current
February 3, 2025 - Present
LPL FINANCIAL LLC
Office #1: 135 Us Highway 202 206, Ste 4, Bedminster, NJ 07921RIA
BD
CRD#: 6413
Bedminster, NJ
Past
March 1, 2022 - January 24, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Madison, NJ
Past
February 23, 2022 - January 24, 2025
TRANSCEND CAPITAL ADVISORS, LLC
RIA
CRD#: 299723
MADISON, NJ
Past
July 13, 2020 - December 7, 2021
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
BAYONNE, NJ
Past
November 19, 2019 - June 15, 2020
TRIAD ADVISORS LLC
BD
CRD#: 25803
FLEMINGTON, NJ
Past
August 11, 2015 - December 21, 2018
OLDEN LANE SECURITIES, LLC
BD
CRD#: 173847
BRIDGEWATER, NJ
Past
March 4, 2011 - July 10, 2013
FCG ADVISORS, LLC
BD
CRD#: 40633
CHATHAM, NJ
Past
November 18, 2009 - December 8, 2009
BEECH HILL SECURITIES, INC.
BD
CRD#: 24771
MILLBURN, NJ
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".
IW
IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT
CRD#: 168674 / SEC#: 801-78971
RIA
Registered Investment Advisory firm - (1/2/2014 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New Jersey(1/30/2025)
RR
New Jersey(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT
CRD#: 168674 / SEC#: 801-78971
RIA
Registered Investment Advisory firm - (1/2/2014 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
135 Us Highway 202 206 Suite 4, Bedminster, NJ 07921
Mailing Address
Phone number
(908) 849-4800
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,014 |
| AUM (Assets Under Management) | $ 963,308,925 |
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.
