Sherman, Young & Leavitt, LLC

Sherman, Young & Leavitt, LLC (CRD# 152955) is a financial advisory firm headquartered in Oregon City, OR. They manage $35,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sherman, Young & Leavitt, LLC
Showing 1 - 2 of 2 top financial advisors.
R G. Young
CRD#: 5874925
1165 Molalla Ave, Oregon City, OR 97045

R Young (CRD# 5874925) is an Investment Advisor Representative working at Sherman, Young & Leavitt, LLC in Oregon City, OR and has over 13 years of experience in the finance industry.

Michael B. Sherman
CRD#: 5874960
1165 Molalla Ave, Oregon City, OR 97045

Michael Sherman (CRD# 5874960) is an Investment Advisor Representative working at Sherman, Young & Leavitt, LLC in Oregon City, OR and has 1 year of experience in the finance industry.

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