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 5 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Scf Securities, Inc.||Fresno, CA||Feb 2015 - Current||3|
|Scf Investment Advisors, Inc.||Fresno, CA||Feb 2015 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management200MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$181,263
- 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
AK, AL, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MD, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA
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