CG
CG

Cherish Lyn Genova

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

176 Westbrook Road, Essex, CT, 06426

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History

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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Other Business ActivitiesSells Insurance

Cherish works as a Client Relationship Manager and handles insurance business for Essex Financial, dedicating nearly full-time hours. She is also an insurance agent for Essex Financial Services, selling life insurance and fixed annuities, which takes a few hours per week. Additionally, Cherish is a Registered Representative with The Leader's Group, spending about 10-20% of her time on this.

Employment History
Current Registrations
The Leaders Group, INC.
June 2021 - Present · 4 yrs 8 mos
The Leaders Group, INC.Broker
June 2021 - Present · 4 yrs 8 mos
Essex Financial Services, INC.
February 2016 - Present · 10 yrs
Previous Registrations
Essex Financial Services, INC.Broker
March 2010 - June 2021 · 11 yrs 3 mos
TD Wealth Management Services INC.Broker
November 2009 - February 2010 · 3 mos
Bancnorth Investment Group, INC.Broker
March 2007 - November 2009 · 2 yrs 8 mos
Infinex Investments, INC.Broker
September 2005 - February 2007 · 1 yr 5 mos
Webster Investment Services, INC.Broker
February 2001 - February 2005 · 4 yrs
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.