Cheryl L. Werbeloff
Professional summary
Cheryl Lee Werbeloff, who also goes by Cherie Fuhrman, Cheryl Lee Fuhrman, Cherie Werbeloff, is a registered financial advisor currently at KENSINGTON FINANCIAL ADVISORS LLC located in Roseland, New Jersey.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Cheryl has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Lee Werbeloff's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2020 - Present
KENSINGTON FINANCIAL ADVISORS LLC
Office #1: 101 Eisenhower Parkway Suite 300, Roseland, NJ 07068March 17, 2010 - November 12, 2019
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
KENSINGTON FINANCIAL ADVISORS LLC
CRD#: 136346 / SEC#: 801-64526
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/17/2020)
Exams
Current Firm
KENSINGTON FINANCIAL ADVISORS LLC
CRD#: 136346 / SEC#: 801-64526
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 343 |
| AUM (Assets Under Management) | $ 139,962,624 |
Red Flags
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