Sarah Sherman, financial advisor Vineyard Haven MA

Sarah Sherman

CRD Number: 5537148
Current Firm: Raymond James Financial Services Advisors, Inc.

Sarah Sherman (CRD# 5537148) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vineyard Haven, MA and has over 7 years of experience in the finance industry.

Similar Advisors
Mark Alexander, financial advisor Vineyard Haven MA
Mark S. Alexander
CRD# 2677359
Ameriprise Financial Services, LLC
Similar Advisors
Kathy Alves, financial advisor Vineyard Haven MA
Kathy A. Alves
CRD# 2154550
Barry Investment Advisors, LLC
Similar Advisors
Kathleen Anderson, financial advisor Vineyard Haven MA
Kathleen A. Anderson
CRD# 1915639
Sage Wealth Advisors LLC
Company Name Location Dates Years
Raymond James Financial Services, Inc. Vineyard Haven, MA Feb 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Vineyard Haven, MA Feb 2021 - Current 2
Wells Fargo Advisors Financial Network LLC Vineyard Haven, MA Mar 2015 - Feb 2021 5
Unemployed Cambridge, MA Jun 2010 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Sarah J. Sherman
Phone Number: 727-567-3020
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.