Ryan ShererCRD Number: 5952617
Current Firm: Sandlapper Wealth Management, LLC
Ryan Sherer (CRD# 5952617) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in San Jose, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Scf Securities, Inc.||Fresno, CA||Feb 2015 - Current||2|
|Scf Investment Advisors, Inc.||Fresno, CA||Feb 2015 - Current||2|
|J.p. Turner & Company, LLC||San Jose, CA||Feb 2014 - Feb 2015||1|
|Bank Of America, N.a.||San Jose, CA||May 2013 - Jan 2014||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||San Jose, CA||Dec 2012 - Jan 2014||1|
|J P Turner & Company LLC||San Jose, CA||Jul 2011 - Nov 2012||1|
|The Sherer Group||San Jose, CA||Jun 2007 - Nov 2012||5|
|Local Vox Media||Manhattan, NY||May 2012 - Sep 2012||< 1|
|J P Turner & Company LLC||San Jose, CA||Jul 2011 - Jan 2012||< 1|
|Lions Autos||Los Gatos, CA||Jun 2006 - Jan 2012||5|
|Thompson National Properties||Walnut Creek, CA||Jun 2009 - Sep 2009||< 1|
|Le Fleur Coffee Shop||Los Gatos, CA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management144MILLIONS
Total Number of Accounts891ACCOUNTS
Average Account Value$161,306
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, GA, HI, IL, KY, LA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA
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