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Steven Lawrence Sherman

CS ADVISORS INC.·BOCA RATON, Florida
Unclaimed Profile
7999 N. FEDERAL HIGHWAY, BOCA RATON, FL 33444CRD# 2351182Firm CRD# 130729
01

About

Steven Lawrence Sherman is a registered financial advisor based in BOCA RATON, Florida, affiliated with CS ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CS ADVISORS INC.
CS ADVISORS INC.
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CS ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2351182
Firm CRD# 130729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Lawrence Sherman offer?
Steven Lawrence Sherman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.
What are Steven Lawrence Sherman's credentials?
Steven Lawrence Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lawrence Sherman located?
Steven Lawrence Sherman is based in BOCA RATON, Florida, working with CS ADVISORS INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Steven Lawrence Sherman charge for services?
Steven Lawrence Sherman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CS ADVISORS INC.?
CS ADVISORS INC. has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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