Michael Sherwood, financial advisor Indianapolis IN

Michael Sherwood

CRD Number: 3019472
Current Firm: Schwab Wealth Advisory, Inc.

Michael Sherwood (CRD# 3019472) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Schwab Wealth Advisory, Inc. Indianapolis, IN Jan 2012 - Current 12
Charles Schwab & Company, Inc. Indianapolis, IN Jan 1998 - Current 26
Sherwood Property Group LLC Indianapolis, IN Oct 2003 - Mar 2022 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Michael H. Sherwood
Phone Number: 415-667-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, 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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