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Cheryl Lee Werbeloff

Kensington Financial Advisors LLC

Roseland, NJ

CRD 5752927

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Employer firm

Kensington Financial Advisors LLC CRD 136346

$160M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Kensington Financial Advisors Llc

101 Eisenhower Parkway Suite 300, Roseland, NJ 07068 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-03-17
  • NJ RA
    APPROVED
    Since 2020-03-17

Branch Locations

101 Eisenhower Parkway Suite 300, Roseland, NJ 07068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Inc. New York NY 01/2010 11/2019
National Wealth Management, Llc Florham Park NJ 11/2019 04/2022
Kensington Financial Advisors Llc Roseland NJ 04/2022 Present
  • 01/2010 → 11/2019
    J.P. Morgan Securities Inc.
    New York, NY
  • 11/2019 → 04/2022
    National Wealth Management, Llc
    Florham Park, NJ
  • 04/2022 → Present
    Kensington Financial Advisors Llc
    Roseland, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
S63 Uniform Securities Agent State Law Examination 2010-04-12
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S63 Uniform Securities Agent State Law Examination
    2010-04-12
Other Names
  • Cherie Fuhrman
  • Cheryl Lee Fuhrman
  • Cherie Werbeloff

View on SEC IAPD

Nearby Firms

DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
EMPOWERED RETIREMENT, INC.
LEGACY EDGE ADVISORS

Nearby Investors

DAVID A. FUHRMAN
JOHN PETER PAPA
Theodore Anthony Fiore

Nearby Offices

DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ
LEGACY EDGE ADVISORS · Roseland, NJ

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