Unclaimed Profile

Cheryl Beth Fineman

BLUE INVESTMENT MANAGEMENT, LLC·MIAMI BEACH, Florida

SIE, Series 7, Series 63, Series 66Clean record25 years registeredBLUE INVESTMENT MANAGEMENT, LLC

2340 COLLINS AVENUE, MIAMI BEACH, FL 33139CRD# 3025358Firm CRD# 318610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheryl Beth Fineman · MIAMI BEACH, FL

Registration

CRD #3025358 · BLUE INVESTMENT MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

DHODY INVESTMENT GROUP

Sep 2022 – present

RAYMOND JAMES & ASSOCIATES, INC.

May 2017 – Jun 2022

Miami, FL

ROBERTSON STEPHENS, INC.

Apr 2001 – Jul 2002

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · April 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE INVESTMENT MANAGEMENT, LLC

CRD 318610 · SEC 801-123591

AUM

$231M

Regulatory assets under management

Employees

19 client accounts

Services offered by BLUE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE INVESTMENT MANAGEMENT, LLC →

Introduction

Speak with Cheryl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cheryl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI BEACH?

Browse all registered financial advisors in MIAMI BEACH, Florida or claim this profile if it's yours.

Browse MIAMI BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cheryl Beth Fineman offer?

Cheryl Beth Fineman specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Cheryl Beth Fineman's credentials?

Cheryl Beth Fineman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Beth Fineman located?

Cheryl Beth Fineman is based in MIAMI BEACH, Florida, working with BLUE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Cheryl Beth Fineman charge for services?

Cheryl Beth Fineman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE INVESTMENT MANAGEMENT, LLC?

BLUE INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →