Sherwin NajandCRD Number: 5576590
Current Firm: Suntrust Investment Services, Inc.
Sherwin Najand (CRD# 5576590) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Rockville, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2014 - Current||3|
|Scottrade||Arlington, VA||Aug 2008 - Jan 2014||5|
|Old Dominion University||Norfolk, VA||Aug 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Mar 2011|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV