Sherri Ryan, financial advisor Seattle WA

Sherri Ryan

CRD Number: 1966766
Current Firm: Oppenheimer & Company Inc.

Sherri Ryan (CRD# 1966766) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Seattle, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Seattle, WA Nov 2017 - Current 6
Morgan Stanley Smith Barney Seattle, WA Jun 2009 - Nov 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Sherri H. Ryan
Phone Number: 212-668-8000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    27,451
    MILLIONS
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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