Members Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Members Advisory Group provides wealth management services to individual and high net worth clients, delivering ongoing financial planning and discretionary portfolio management. As of February 17, 2026, the firm reported managing about $443.2 million in client assets and serving roughly 906 clients across its programs, advising on equities, corporate, municipal and government debt securities, mutual funds, and ETFs.
The firm’s investment approach relies primarily on fundamental analysis and employs both long- and short-term purchase strategies, with most portfolio management delivered on a discretionary basis after establishing clients’ investment parameters. Relationships are tailored to individual needs—clients may impose written restrictions and the firm conducts periodic account reviews, with custodial statements provided at least quarterly.
Members Advisory Group is unusual for a team of its size in having a high client-to-advisor ratio (well over 200 clients per advisor) and operating through six offices, which may affect how client service and coverage are organized. Several investment adviser representatives are also licensed insurance agents who may sell life insurance and annuities for separate commissions, and the firm routinely recommends Charles Schwab for custody and receives certain support services from that custodian, which the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $100,000: 1.00% $100,001 - $999,999: 0.85% $1,000,000+: 0.75%
Commissions on life insurance, annuities, and other insurance products sold by Investment Advisor Representatives in their separate capacity as insurance agents.
Main office
6750 Main Street
Williamsville NY 14221
Advisors at this office
4
Most active in
Arizona · Florida · Louisiana · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey C
Series 63, Series 65
Williamsville, NY
Members Advisory Group, LLC
Jeffrey Cashmore is a financial advisor at Members Advisory Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, focusing on ongoing financial planning and discretionary portfolio management. The firm’s investment approach uses fundamental analysis and offers tailored client relationships with periodic account reviews.
Connor A
Series 65, Series 66
Williamsville, NY
Members Advisory Group, LLC
Connor Allan is a financial advisor with Members Advisory Group, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors. Outside of finance, he has been involved with Events at the Wurlitzer since 2019. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management based on fundamental analysis and tailored investment strategies. The firm manages approximately $443.2 million in client assets and serves over 900 clients across six offices.
Scott C
Series 63, Series 65
Williamsville, NY
Members Advisory Group, LLC
Scott Cashmore is a financial advisor with Members Advisory Group, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management using fundamental analysis and both long- and short-term investment strategies. The firm manages approximately $443 million in client assets and serves around 900 clients with tailored investment relationships.
Cheryl F
Series 63, Series 65
Williamsville, NY
Members Advisory Group, LLC
Cheryl Fluker is a financial advisor at Members Advisory Group, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443 million in client assets and serves over 900 clients, using a fundamental analysis approach with both long- and short-term investment strategies.
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