Cheryl Andrew (CRD# 4799937) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transcend Capital Advisors, LLC | Short Hills, NJ | Jan 2022 - Current | 2 |
| Purshe Kaplan Sterling Investements, Inc. | Albany, NY | Mar 2021 - Current | 3 |
| Tfs Securities, Inc. | Lincroft, NJ | Jul 2020 - Nov 2021 | 1 |
| Triad Advisors, LLC | Norcross, GA | Nov 2019 - Jun 2020 | < 1 |
| The Leo Group, LLC | Chatham, NJ | Jun 2013 - Nov 2019 | 6 |
| Olden Lane Securities, LLC | Bridgewater, NJ | Jun 2015 - Dec 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- NJ
-
Total Assets Under Management2,857MILLIONS
-
Total Number of Accounts4,468ACCOUNTS
-
Average Account Value$639,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WI
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