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Robin Sherman, financial advisor Madison WI

Robin Sherman

CRD Number: 2549955
Current Firm: 2nd Market Capital Advisory Corp.

Robin Sherman (CRD# 2549955) is an Investment Advisor Representative working at 2nd Market Capital Advisory Corp. in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
2nd Market Capital Services Corporation Madison, WI May 1991 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Robin L. Sherman
650 N. High Point Road, Madison, WI 53717
Phone Number: 608-833-7793
Firm Website: http://www.2ndmarketcapital.com
Registered State(s):
  • WI
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Current Firm Details
2nd Market Capital Advisory Corp.
Firm's CRD Number: 111562
650 N. High Point Road, Madison, WI 53717
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,001,557
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IN, MO, TX, WI

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