Sherri Gilligan, financial advisor Denver CO

Sherri Gilligan

CRD Number: 5707557
Current Firm: Denver Pwm, LLC

Sherri Gilligan (CRD# 5707557) is an Investment Advisor Representative working at Denver Pwm, LLC in Denver, CO and has over 12 years of experience in the finance industry.

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Vista Private Wealth Partners LLC Denver, CO Aug 2015 - Current 8
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Sherri L. Gilligan
Phone Number: 720-354-3850
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    447
    MILLIONS
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $912,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, KS, MI, MO, NE, PA, SD, TX, UT, WA

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