# SHERISE LANAY STEELE

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2025-12-26 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-05-30 | 2026-01-07 | — |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2025-04-16 | 2026-03-17 | — |
| [FORTHRIGHT CAPITAL](https://search.stillhousedata.com/firm/323596) | 2024-02-23 | 2025-04-02 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2022-11-30 | 2024-02-02 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2017-11-29 | 2022-12-08 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2016-06-09 | 2017-11-29 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2014-11-25 | 2015-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3162820)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3162820.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.