Sherise Lanay Steele

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2016 → 11/2017
  National Planning Corporation
  West Bloomfiled, MI
• 11/2017 → 11/2022
  Lpl Financial, Llc
  West Bloomfield, MI
• 07/2019 → 12/2019
  Community Choice Cu
  Farmington Hills, MI
• 11/2022 → 02/2024
  Citizens Securities, Inc.
  Farmington Hills, MI
• 02/2024 → 03/2025
  Forthright Capital Advisory
  Las Vegas, NV
• 02/2024 → 03/2025
  Forthright Capital Partners, Llc
  Las Vegas, NV
• 04/2025 → 12/2025
  Sageview Advisory Group
  Irvine, CA
• 07/2015 → Present
  Ginger Management Llc
  Birmingham, MI
• 07/2015 → Present
  Eleets Properties Llc
  West Bloomfield, MI
• 04/2025 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2025 → 12/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 01/2026 → Present
  Integrity Alliance
  Irving, TX

Previous Registrations

• 2025-04-16 → 2026-03-17
  Creative Planning Institutional Advisors, Llc
  Birmingham, MI
• 2025-05-30 → 2026-01-07
  Cetera Investment Advisers Llc
  Deer Park, IL
  Birmingham, MI
• 2024-02-23 → 2025-04-02
  Forthright Capital
  Las Vegas, NV
  W Bloomfield, MI
• 2022-11-30 → 2024-02-02
  Citizens Securities, Inc.
  Dearborn Heights, MI
  Clinton Township, MI
  Rocky River, OH
  Farmington Hills, MI
  Farmington, MI
  Westland, MI
• 2017-11-29 → 2022-12-08
  Lpl Financial Llc
  Ann Arbor, MI
  Farmington Hills, MI
  West Bloomfield, MI
• 2016-06-09 → 2017-11-29
  National Planning Corporation
  Ann Arbor, MI
  Glastonbury, CT
  Ann Arbor, MI
• 2014-11-25 → 2015-05-07
  Strategic Advisers Llc
  West Bloomfield, MI

Other Businesses

1) NAME OF OTHER BUSINESS: BLACK ALUMNI COLLECTIVE INC; INVESTMENT RELATED: NO; ADDRESS: 2566 SHALLOWFORD RD, SUITE 104, ATLANTA, GA 30345; NATURE OF BUSINESS: BOARD FIDUCIARY POSITION; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS TO CONSULT AND ADVISE THE DIRECTION OF OUR MEMBER ORGANIZATIONS. 2) NAME OF OTHER BUSINESS: FRANKLIN CORNERS HOA; INVESTMENT RELATED: NO; ADDRESS: 6815 WOODSIDE TRL, WEST BLOOMFIELD, MI 48322; NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS TO ADD INPUT ABOUT OUR NEIGHBORHOOD MAINTENANCE AND PLAN OUR ANNUAL SUBDIVISION HALLOWEEN PARTY. 3) NAME OF OTHER BUSINESS: GINGER MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 7/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: .5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER OF AN INCOME; PROPERTY. I MAINTAIN THE PROPERTY AND COLLECT RENT. 4) NAME OF OTHER BUSINESS: ELEETS PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: WEST BLOOMFIELD, MI 48322; NATURE OF BUSINESS: REAL ESTATE; START DATE: 7/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MAINTAIN AND UPDATE RENTAL PROPERTY AND COLLECT RENT. 5) INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT, LLC. MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS. THIS GIVES AN INCENTIVE TO RECOMMEND INSURANCE PRODUCTS BASED ON THE COMPENSATION RECEIVED RATHER THAN ON THE CLIENT'S NEEDS. WHEN ACTING IN AN ADVISORY CAPACITY, THERE IS A FIDUCIARY OBLIGATION TO ACT IN THE CLIENT'S BEST INTEREST. 6) REGISTERED REPRESENTATIVE AND INDEPENDENT CONTRACTOR OF INTEGRITY ALLIANCE, LLC ("INTEGRITY"), A REGISTERED BROKER-DEALER, MEMBER FINRA & SIPC. UNITED CAPITAL IS NOT AFFILIATED WITH INTEGRITY. WHEN ACTING IN THE CAPACITY OF A REGISTERED REPRESENTIVE, RECEIVES COMPENSATION GENERATED FROM COMMISSIONS AND SUCH COMPENSATION MAY VARY. THIS GIVES AN INCENTIVE TO RECOMMEND INVESTMENT PRODUCTS BASED ON THE COMPENSATION RECEIVED RATHER THAN ON THE CLIENT'S NEEDS. CLIENTS ARE UNDER NO OBLIGATION TO CONDUCT BROKERAGE BUSINESS THROUGH THE ASSOCIATE WITH INTEGRITY. WHEN ACTING IN AN ADVISORY CAPACITY UNDER UNITED CAPITAL, THERE IS A FIDUCIARY OBLIGATION TO ACT IN THE CLIENT'S BEST INTEREST. 7) UNITED CAP[ITAL FINANCIAL ADVISOSRS; INVESTMENT RELATED - YES; 280 N OLD WOODWARD AVE SUITE 100 BIRMINGHAM AL 48009; www.unitedcapitalwealth.com; NO; NO; INVESTMENT MGMT AND FINANCIAL PLANNING, EMPLOYEE 12/2025, 100HRS/MNTH, WEALTH ADVISOR ASSISTING CLIENTS WITH THEIR GOALS AND FINANCIAL PLANNING, SALARY, NO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-23
• S63 Uniform Securities Agent State Law Examination
  1999-01-25