Sherman Financial & Wealth Management

Sherman Financial & Wealth Management (CRD# 290219) is a financial advisory firm headquartered in Charleston, SC. They manage $6,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Sherman Financial & Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Patrick E. Sherman
CRD#: 5653638
1410 Elfe Street, Charleston, SC 29492

Patrick Sherman (CRD# 5653638) is an Investment Advisor Representative working at Sherman Financial & Wealth Management in Charleston, SC and has over 14 years of experience in the finance industry.

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