David Michael Cherry
Professional Summary
David Michael Cherry is a registered financial advisor currently at SMART MONEY GROUP, LLC located in Eastland, Texas. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Current Firm
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
Contact Information
Main Address
106 South Seaman, Eastland, TX 76448Mailing Address
P.o. Box 895, Eastland, TX 76448Phone Number
(254) 629-3866# of Employees
24SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,570AUM (Assets Under Management)
$424,299,735Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
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.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
Primary Firm SEC Registration
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
State Registrations and Notice Filings
(1/17/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Cherry's CRS (Customer Relationship Summary).
Similar Advisors
VICTRIX INVESTMENT ADVISORS
SEA FINANCIAL HAWAII
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON INVESTMENT ADVISORS, INC.
