NC
Nathan A. Cherry
FIDELIS FINANCIAL
Southern Pines, NC 28387
Some features on this profile are disabled
CRD#: 6435430
NC
Professional summary
Nathan Aaron Cherry, who also goes by Nathan Aaron Cherry, Nathan Cherry, is a registered financial advisor currently at FIDELIS FINANCIAL located in Southern Pines, North Carolina and ONEASCENT FINANCIAL SERVICES LLC located in Carthage, North Carolina.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nathan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Aaron Cherry | Nathan Cherry
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.
Blogger; Carthage, NC 28327; Not Investment Related; Jul 2020; 1-9 hours per month; 0 during trading hours. License to sell insurance; North Carolina; Investment related; ~10 hours a month
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Aaron Cherry'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
February 6, 2024 - Present
FIDELIS FINANCIAL
Office #1: 250 West Pennsylvania Avenue, Southern Pines, NC 28387RIA
CRD#: 329855
Southern Pines, NC
Current
October 21, 2025 - Present
ONEASCENT FINANCIAL SERVICES LLC
RIA
CRD#: 284549
Carthage, NC
Past
November 16, 2022 - April 18, 2024
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
RIA
CRD#: 323171
Southern Pines, NC
Past
October 14, 2020 - January 4, 2023
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
CARY, NC
Past
March 2, 2017 - October 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SOUTHERN PINES, NC
Past
March 2, 2017 - October 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SOUTHERN PINES, NC
Past
June 1, 2016 - March 3, 2017
M&T SECURITIES, INC.
RIA
CRD#: 17358
OLNEY, MD
Past
June 1, 2016 - March 3, 2017
M&T SECURITIES, INC.
BD
CRD#: 17358
OLNEY, MD
Past
June 19, 2015 - May 12, 2016
EDWARD JONES
RIA
CRD#: 250
INWOOD, WV
Past
April 7, 2015 - May 12, 2016
EDWARD JONES
BD
CRD#: 250
INWOOD, WV
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".
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - (8/24/2016 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.Highlighted states indicate IAR registrations
IAR
Maryland(5/2/2024)
IAR
North Carolina(4/26/2024)
IAR
North Carolina(10/21/2025)
IAR
Texas(2/6/2024)
IAR
Texas(10/21/2025)
IAR
West Virginia(4/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
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Contact information
Main Address
23 Inverness Parkway, Birmingham, AL 35242
Mailing Address
Phone number
(205) 313-9142
Established
Firm type
Fiscal year end
# of Employees
125
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,150 |
| AUM (Assets Under Management) | $ 2,610,953,335 |
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.
