Cheryl Joan Andrew
Investment adviser representative at Ibex Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 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
Experience
13 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Ibex Wealth Advisors, LLCJan 2025 to now
- Transcend Capital Advisors, LLCNov 2021 to Jan 2025
- Purshe Kaplan Sterling Investements, Inc.Mar 2021 to Jan 2025
- Tfs Securities, IncJul 2020 to Nov 2021
- Triad Advisors, LLCNov 2019 to Jun 2020
- Olden Lane Securities, LLCJun 2015 to Dec 2018
- The Leo Group, LLCJun 2013 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ibex Wealth Advisors, LLC
$1.3BAssets managed
892Clients
8Advisers
12 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
- 4799937
- Firm CRD
- 168674