Roy Chereath (CRD# 2813522) is an Investment Advisor Representative working at Avantax Advisory Services in North Brunswick, 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# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | North Brunswick, NJ | Apr 2022 - Current | 2 |
| Brunswick Tax Center | Plainsboro, NJ | Jan 2022 - Current | 2 |
| Brunswick Tax Center | North Brunswick, NJ | Jan 2022 - Current | 2 |
| Avantax Insurance Agency, LLC | North Brunswick, NJ | Mar 2017 - Current | 7 |
| Progressive Insurance | Mayfield Village, OH | Sep 2016 - Current | 7 |
| Avantax Investment Services, Inc. | North Brunswick, NJ | Nov 2015 - Current | 8 |
| Domasys | Monroe, NJ | Jul 2007 - Current | 16 |
| Chereath Management Associates | Monroe, NJ | Jan 2005 - Current | 19 |
| Chereath Capital Management, LLC | North Brunswick, NJ | Oct 2004 - Current | 19 |
| Roy S Chereath Cpa | N Bergen, NJ | Jul 2003 - Current | 20 |
| Hd Vest | North Bergen, NJ | Mar 2004 - Oct 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NJ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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