Cheryl L. Stuart

Current Employers

Employment History

• 07/1984 → Present
  Stuart Associates, Inc
  Kingston, NY
• 07/2014 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2024 → Present
  The Marshall Financial Group Llc
  Kingston, NY

Previous Registrations

• 2021-06-29 → 2024-08-29
  Commonwealth Financial Network
  Waltham, MA
  Kingston, NY

Other Businesses

1. 100% Shareholder, Stuart Associates, Inc., a private entity established as an advisory firm for securities and financial planning. President and Director of Wealth Management as of 7/1/1984. Investment related. Research, preparation of reports, investigations of financial matters for law firms and accounting firms. Conducted at branch location; 80 Walnut Street, Kingston, New York 12401. Investment related. 2. Cheryl L. Stuart - financial planning, fixed insurance recommendations in life and disability insurance, long term care and investigations on behalf of law firms and accounting firms, as of 7/1/1982. Less than 20% of the time spent during business hours. Conducted at branch location. 3. Owner and Controlling Member of Historic Properties Preservation, LLC. As of 01/01/2007. Real estate acquisitions of historic investment properties, restoration and management of properties. No commissions involved. Rental income only. Investment Related. 4 hrs. time spent outside business hours with 80% percent of total yearly compensation. 4. Stuart Associates, Inc. - President. Advisory work and sales in Life Insurance, Disability Insurance and LTC. Prepare reports and recommendations, review illustrations, meet or speak with clients, as of 7/1/1982. 3 hrs. time spent outside business hours with 10% percent of total yearly compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-24

Other Names

• Urbass Farley
• Cheryl Farley
• Cheryl Urbass
• Cheryl Lee Stuart
• Cheryl Lee Stuart
• Cheryl Lee Stuart Ruine
• Cheryl L Urbass
• Cheryl L Stuart