Cheryl Lee Werbeloff
Investment adviser representative at Kensington Financial Advisors LLC
16 yearsExperience
1 stateRegistered in
$159.9MFirm 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
Experience
16 years in the industry.
- Kensington Financial Advisors LLCApr 2022 to now
- National Wealth Management, LLCNov 2019 to Apr 2022
- J.P. Morgan Securities Inc.Jan 2010 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Kensington Financial Advisors LLC
$159.9MAssets managed
91Clients
2Advisers
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
- 5752927
- Firm CRD
- 136346