TrueAdvisor
TrueAdvisor
SC
CFP
SC
CFP

Steven Robert Cherry

Beacon Pointe Advisors, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Beacon Pointe Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

150 S. Wacker, Suite 2400, Chicago, IL, 60606

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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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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
November 2025 - Present · 3 mos
Hemington Wealth Management
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Jmc Wealth
April 2020 - February 2023 · 2 yrs 10 mos
Sequoia Wealth Management, LLC
March 2020 - February 2023 · 2 yrs 11 mos
LPL Financial LLCBroker
March 2020 - February 2023 · 2 yrs 11 mos
Morgan Stanley
July 2018 - March 2020 · 1 yr 8 mos
Morgan StanleyBroker
July 2018 - March 2020 · 1 yr 8 mos
Cambridge Investment Research Advisors, INC.
January 2018 - June 2018 · 5 mos
Cambridge Investment Research, INC.Broker
June 2016 - June 2018 · 2 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.