Sarah SherwinCRD Number: 5486461
Current Firm: Fifth Third Securities, Inc.
Sarah Sherwin (CRD# 5486461) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Toledo, OH and has over 9 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Mpm Wealth Advisors
|Fifth Securities||Perrysburg, OH||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV