Steven Sherman, financial advisor San Rafael CA

Steven Sherman

CRD Number: 421799
Current Firm: Steven William Sherman

Steven Sherman (CRD# 421799) is an Investment Advisor Representative working at Steven William Sherman in San Rafael, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Self Mill Valley, CA May 2005 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Steven W. Sherman
Phone Number: 415-637-5261
Registered State(s):
  • CA
Current Firm Details
Steven William Sherman
Firm's CRD Number: 134043
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $171,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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