Tristyn Sherertz, financial advisor Roanoke VA
78 score

Tristyn Sherertz

CRD Number: 6021740
Current Firm: Wells Fargo Advisors, LLC

Tristyn Sherertz (CRD# 6021740) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Roanoke, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Warrenton, VA Jan 2012 - Current 4
Wells Fargo Bank Na Warrenton, VA Sep 2010 - Current 6
Unemployed Warrenton, VA Feb 2010 - Sep 2010 < 1
Pnc Bank Haymarket, VA Sep 2009 - Feb 2010 < 1
Pepsi Warrenton, VA Nov 2008 - Sep 2009 < 1
Unemployed Warrenton, VA Aug 2008 - Nov 2008 < 1
Spotswood Country Club Harrisonburg, VA Feb 2008 - Aug 2008 < 1
Blue Ridge Community College Harrisonurg, VA Sep 2007 - Feb 2008 < 1
Lowes Harrisonburg, VA Mar 2007 - Sep 2007 < 1
Blue Ridge Community College Harrisonburg, VA Aug 2006 - Mar 2007 < 1
Imaging Acceptance Corporation Warrenton, VA Oct 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Tristyn K. Sherertz
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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