Steven Robert Cherry

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2018
  Cambridge Investment Research Inc.
  Fairfield, IA
• 01/2018 → 06/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2018 → 02/2020
  Morgan Stanley
  Chicago, IL
• 03/2020 → 02/2023
  Lpl Financial, Llc
  Chicago, IL
• 03/2020 → 02/2023
  Sequoia Wealth Management, Llc
  Chicago, IL
• 03/2020 → 02/2023
  Jmc Weallth Management, Inc.
  Chicago, IL
• 03/2023 → 11/2025
  Hemington Wealth Management
  Falls Church, VA
• 11/2025 → 02/2026
  Beacon Pointe Advisors, Llc
  Chicago, IL
• 02/2026 → Present
  Beacon Pointe Advisors, Llc
  Iowa City, IA

Previous Registrations

• 2023-03-28 → 2025-12-18
  Hemington Wealth Management
  Chicago, IL
  Falls Church, VA
• 2020-04-03 → 2023-02-17
  Jmc Wealth
  Chicago, IL
• 2020-03-27 → 2023-02-16
  Sequoia Wealth Management, Llc
  Barrington, IL
  Chicago, IL
• 2018-07-12 → 2020-03-02
  Morgan Stanley
  Chicago, IL
• 2018-01-30 → 2018-06-18
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-22

Designations

• Certified Financial Planner