Sherwood Financial Management

Sherwood Financial Management (CRD# 305997) is a financial advisory firm headquartered in , . They manage $12,842,552 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/tracysherwood
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $558,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Sherwood Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Tracy Sherwood, financial advisor Clarence NY
Tracy L. Sherwood
CRD#: 7187659
Clarence, NY

Tracy Sherwood (CRD# 7187659) is an Investment Advisor Representative working at Sherwood Financial Management in Clarence, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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