Derek S. Cheshire

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CRD#: 6172689

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Derek Stefan Cheshire, CFP® was a registered financial professional .

Derek is a previously registered financial professional and started their career in finance in 2013. Derek had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

January 25, 2024 - May 8, 2026

SCHOLAR FINANCIAL ADVISING, LLC

RIA

CRD#: 298968

WESTMINSTER, CO

Past

June 21, 2022 - January 4, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

WESTMINSTER, CO

Past

April 2, 2019 - June 10, 2022

TOWNSEND

RIA

CRD#: 113681

WESTMINSTER, CO

Past

March 26, 2019 - June 9, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

WESTMINSTER, CO

Past

April 10, 2017 - February 13, 2019

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

WESTMINSTER, CO

Past

April 10, 2017 - February 13, 2019

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

WESTMINSTER, CO

Past

September 5, 2013 - April 20, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

THORNTON, CO

Past

July 25, 2013 - April 20, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

THORNTON, CO

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".

SCHOLAR FINANCIAL ADVISING, LLC

SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC

CRD#: 298968 / SEC#: 801-130382

RIA

Registered Investment Advisory firm - (5/28/2024 Approved)

Alabama

Registered Investment Advisory firm - (6/3/2024 Terminated)

California

Registered Investment Advisory firm - (7/3/2024 Terminated)

Colorado

Registered Investment Advisory firm - (6/3/2024 Terminated)

Florida

Registered Investment Advisory firm - (6/3/2024 Terminated)

Georgia

Registered Investment Advisory firm - (6/6/2024 Terminated)

Illinois

Registered Investment Advisory firm - (6/3/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (6/10/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (8/22/2019 Terminated)

New York

Registered Investment Advisory firm - (6/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (6/3/2024 Terminated)

Ohio

Registered Investment Advisory firm - (6/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/5/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (6/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2024 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 9/5/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2013

General Securities Representative Examination

Current Firm

SCHOLAR FINANCIAL ADVISING, LLC

SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC

CRD#: 298968 / SEC#: 801-130382

RIA

Registered Investment Advisory firm - (5/28/2024 Approved)

Alabama

Registered Investment Advisory firm - (6/3/2024 Terminated)

California

Registered Investment Advisory firm - (7/3/2024 Terminated)

Colorado

Registered Investment Advisory firm - (6/3/2024 Terminated)

Florida

Registered Investment Advisory firm - (6/3/2024 Terminated)

Georgia

Registered Investment Advisory firm - (6/6/2024 Terminated)

Illinois

Registered Investment Advisory firm - (6/3/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (6/10/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (8/22/2019 Terminated)

New York

Registered Investment Advisory firm - (6/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (6/3/2024 Terminated)

Ohio

Registered Investment Advisory firm - (6/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/5/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (6/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2024 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2024 Terminated)

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Contact information

Main Address

380 Knollwood Street Suite 410, Winston-salem, NC 27103

Mailing Address

Phone number

(336) 360-6833

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-12-10 SCHOLAR FINANCIAL ADVISING FORM ADV PART 2A (12/10/2025)

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

Derek S. Cheshire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SCHOLAR FINANCIAL ADVISING, LLC

ORIGIN INVESTMENT ADVISORY LLC

TOWNSEND

SECURITIES AMERICA, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SCHOLAR FINANCIAL ADVISING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2013

Current Firm

SCHOLAR FINANCIAL ADVISING, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHOLAR FINANCIAL ADVISING, LLC

TRUST BUT VERIFY

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