William Sherwin (CRD# 6974739) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 3 years of experience in the finance industry.
CRD# 5993843
Newedge Advisors
CRD# 2114908
Edward Jones
CRD# 5257646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triton Investments, LLC | Bismarck, ND | Dec 2020 - Current | 3 |
| The North Dakota Dental Association | Bismarck, ND | Sep 2017 - Current | 6 |
| Apt, Inc. | Bismarck, ND | Nov 2016 - Jul 2017 | < 1 |
| Robins Kaplan LLP | Minneapolis, MN | Jul 2016 - Sep 2016 | < 1 |
| North Dakota Attorney General's Office | Bismarck, ND | Oct 2015 - Jun 2016 | < 1 |
| Apt, Inc. | Bismarck, ND | Dec 2014 - Sep 2015 | < 1 |
| U.s. Securities And Exchange Commission | Salt Lake City, UT | Aug 2014 - Dec 2014 | < 1 |
| Student | Salt Lake City, UT | Aug 2014 - Dec 2014 | < 1 |
| Ahlers & Cooney P.c. | Des Moines, IA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- ND
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$68,369
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MN, ND, TX
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