Sheri Mahealani robello Cabral
Investment adviser representative at Pinkerton Wealth Partners
20 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 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 assetsHourlySubscriptionFixed or flat feeCommissions
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
20 years in the industry.
- Pinkerton Wealth PartnersNov 2024 to now
- Pinkerton Retirement Specialists, LLCNov 2024 to now
- Private Client Services, LLCNov 2024 to now
- Cmr Financial AdvisorsJan 2006 to now
- Cambridge Investment Research Advisors, Inc.Jul 2023 to Nov 2024
- Cambridge Investment Research, IncFeb 2013 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (HI).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 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
- 5383929
- Firm CRD
- 120973