Sherry Anselmo (CRD# 1288750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 39 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Thousand Oaks, CA | Jul 2018 - Current | 5 |
| Td Ameritrade Investment Management, LLC | Thousand Oaks, CA | Feb 2014 - Jul 2018 | 4 |
| Td Ameritrade, Inc. | Thousand Oaks, CA | Oct 2013 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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