William ShermanCRD Number: 2382119
Current Firm: Capital Management Services, Inc.
William Sherman (CRD# 2382119) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 20 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Capital Management Services, Inc.||Manchester, MO||Jul 2011 - Current||11|
|Wesherman & Company, LLC||St. Louis, MO||May 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management148MILLIONS
Total Number of Accounts1,244ACCOUNTS
Average Account Value$118,776
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, GA, IL, KS, MO, TX, WA
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