Sherise Lanay Steele
Investment adviser representative at United Capital Financial Advisors
11 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrity AllianceJan 2026 to now
- United Capital Financial Advisors, LLCDec 2025 to now
- Eleets Properties LLCJul 2015 to now
- Ginger Management LLCJul 2015 to now
- Cetera Investment Advisers LLCMay 2025 to Dec 2025
- Cetera Wealth Services, LLCApr 2025 to Dec 2025
- Sageview Advisory GroupApr 2025 to Dec 2025
- Forthright Capital AdvisoryFeb 2024 to Mar 2025
- Forthright Capital Partners, LLCFeb 2024 to Mar 2025
- Citizens Securities, Inc.Nov 2022 to Feb 2024
- Community Choice CuJul 2019 to Dec 2019
- LPL Financial, LLCNov 2017 to Nov 2022
- National Planning CorporationJun 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3162820
- Firm CRD
- 134600