Jeffrey Cherkas is a registered investment advisor, based in Stamford, CT, with 25 years of industry experience.
Location
2200 Atlantic Street, 2nd Floor, Stamford, CT, 06902
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Regulatory History
Clean regulatory record
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.
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Jeffrey works as an investment advisor representative for New Edge Wealth since May 2021, providing financial services to high net worth individuals. This takes about half of his time.
Employment History
Current Registrations
New Edge Wealth
May 2021 - Present · 5 yrs 2 mos
Newedge Securities, LLCBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 2014 - June 2021 · 6 yrs 10 mos
UBS Financial Services INC.Broker
July 2008 - June 2021 · 12 yrs 11 mos
Bear, Stearns & CO. INC.Broker
November 2000 - July 2008 · 7 yrs 8 mos
State Registrations12 states
AZCACTFLMENCNJNYPATXWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.