Sherrie StalzerCRD Number: 2296388
Current Firm: Newbridge Financial Services Group, Inc.
Sherrie Stalzer (CRD# 2296388) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Newbridge Securities Corporation||Boca Raton, FL||Jan 2020 - Current||2|
|Cortera Corp||Boca Raton, FL||May 2018 - Feb 2020||1|
|Jp Morgan Securities LLC||Boca Raton, FL||Jul 2013 - May 2018||4|
|Jp Morgan Chasebank||Boca Raton, FL||May 2013 - May 2018||5|
|Citigroup Global Markets Inc.||Boca Raton, FL||Jul 2007 - May 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management511MILLIONS
Total Number of Accounts1,740ACCOUNTS
Average Account Value$293,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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