SHERISE LANAY STEELE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 8 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2025-12-26 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2025-05-30 | 2026-01-07 | — |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2025-04-16 | 2026-03-17 | — |
| FORTHRIGHT CAPITAL | 2024-02-23 | 2025-04-02 | — |
| CITIZENS SECURITIES, INC. | 2022-11-30 | 2024-02-02 | — |
| LPL FINANCIAL LLC | 2017-11-29 | 2022-12-08 | — |
| NATIONAL PLANNING CORPORATION | 2016-06-09 | 2017-11-29 | — |
| STRATEGIC ADVISERS LLC | 2014-11-25 | 2015-05-07 | — |