Cheryl Fineman is a registered investment advisor at Dhody Investment Group, based in Miami Beach, FL, with 27 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 22 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range up to 1.00% annually and are based on assets under management. Fees may be negotiable at the sole discretion of the firm.
Fee Estimator
Location
2340 Collins Avenue, Suite 604, Miami Beach, FL, 33139
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cheryl is a representative for Dhody Investment Group and the Chief Administration Officer for Blue Investment Group, both investment-related. These roles take up about half of Cheryl's time.
Employment History
Current Registrations
Dhody Investment Group
Previous Registrations
Lps Capital LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.Broker
Jefferies & Company, INC.Broker
Robertson Stephens, INC.
Robertson Stephens, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jamel Gordon, CFPRose Capital Advisors, LLC
- Christopher Cercy, CFPFierce Financial Group LLC
- Peter Wolk, ChFCOnedigital
- Benjamin Hein, CFA, CFPOac Capital Advisors LLC
- Lawrence Weller, CFP, ChFCEcf Wealth, INC.
- Brett Rubinson, CFAPathstone