Sheryl Duran, financial advisor Las Cruces NM
93 score

Sheryl Duran

CRD Number: 5293187
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sheryl Duran (CRD# 5293187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Cruces, NM and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Las Cruces, NM Aug 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces, NM Jun 2015 - Current 1
Wells Fargo Advisors LLC Las Cruces, NM Aug 2010 - Jun 2015 4
Wells Fargo Investments, LLC Las Cruces, NM Jan 2007 - Aug 2010 3
Wells Fargo Bank, N.a. Las Cruces, NM May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Sheryl L. Duran
Phone Number: 800-637-7455
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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