Unclaimed Profile

Bradley L Sherman

SHERMAN WEALTH MANAGEMENT LLC·GAITHERSBURG, Maryland

SIE, Series 7, Series 66Clean record15 years registeredSHERMAN WEALTH MANAGEMENT LLC

9841 WASHINGTONIAN BLVD, GAITHERSBURG, MD 20878CRD# 5908754Firm CRD# 281093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley L Sherman · GAITHERSBURG, MD

Registration

CRD #5908754 · SHERMAN WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

SHERMAN WEALTH MANAGEMENT LLC

Sep 2015 – present

LINCOLN FINANCIAL SECURITIES CORPORATION

Jul 2011 – Sep 2015

GAITHERSBURG, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHERMAN WEALTH MANAGEMENT LLC

CRD 281093 · SEC 801-131124

AUM

$112M

Regulatory assets under management

Employees

402 client accounts

Services offered by SHERMAN WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SHERMAN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Bradley L Sherman offer?

Bradley L Sherman specializes in Financial Planning, Investment Management. Contact their office in GAITHERSBURG, Maryland for a consultation.

What are Bradley L Sherman's credentials?

Bradley L Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley L Sherman located?

Bradley L Sherman is based in GAITHERSBURG, Maryland, working with SHERMAN WEALTH MANAGEMENT LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.

How does Bradley L Sherman charge for services?

Bradley L Sherman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHERMAN WEALTH MANAGEMENT LLC?

SHERMAN WEALTH MANAGEMENT LLC has approximately 5 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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