Michael Sherman, financial advisor Oregon City OR

Michael Sherman

CRD Number: 5874960
Current Firm: Sherman, Young & Leavitt, LLC

Michael Sherman (CRD# 5874960) is an Investment Advisor Representative working at Sherman, Young & Leavitt, LLC in Oregon City, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Michael Sherman LLC Oregon City, OR Jan 2023 - Current 1
Sherman, Young & Associates Pc Oregon City, OR Jan 1984 - Dec 2022 38

Michael Sherman has no recent exams reported.
Contact Info for Michael B. Sherman
Phone Number: 503-307-6850
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $229,932
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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