Sherry Birnbaum (CRD# 861677) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Paramus, NJ and has over 42 years of experience in the finance industry. Sherry Birnbaum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Paramus, NJ | May 2022 - Current | 1 |
| Steward Partners Investment Advisory, LLC | Paramus, NJ | Feb 2018 - Current | 6 |
| Steward Partners Global Advisory, LLC | Paramus, NJ | Feb 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Rochelle Park, NJ | Feb 2018 - May 2022 | 4 |
| Wells Fargo Clearing Services, LLC | Paramus, NJ | Nov 2016 - Feb 2018 | 1 |
| Wells Fargo Advisors LLC | Paramus, NJ | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- NJ
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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