SC
Sheri M. Cabral
PINKERTON WEALTH PARTNERS
HONOLULU, HI 96813
Some features on this profile are disabled
CRD#: 5383929
SC
Professional summary
Sheri Mahealani Robello Cabral, who also goes by Sheri Mr Cabral, Sheri M Robello, is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Honolulu, Hawaii and PRIVATE CLIENT SERVICES, LLC located in Honolulu, Hawaii.
Sheri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Sheri has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sheri Mr Cabral | Sheri M Robello
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sheri Mahealani Robello Cabral'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
November 4, 2024 - Present
PINKERTON WEALTH PARTNERS
Office #1: 1003 Bishop Street Suite 2620, Honolulu, HI 96813RIA
CRD#: 120973
HONOLULU, HI
Current
November 4, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1003 Bishop St, Suite 2620, Honolulu, HI 96813RIA
BD
CRD#: 120222
Honolulu, HI
Past
July 19, 2023 - November 6, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Honolulu, HI
Past
August 9, 2013 - November 6, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HONOLULU, HI
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".
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)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
RR
Arizona(11/4/2024)
RR
California(11/4/2024)
RR
Florida(11/4/2024)
RR
Hawaii(11/4/2024)
IAR
Hawaii(11/4/2024)
RR
Oregon(11/4/2024)
RR
Virginia(11/4/2024)
RR
Washington(11/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)PREMIUM
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Contact information
Main Address
2000 John Loop, Coeur D'alene, ID 83814
Mailing Address
Phone number
(800) 634-2008
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,361 |
| AUM (Assets Under Management) | $ 1,439,082,849 |
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.
