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Bradley L Sherman

SHERMAN WEALTH MANAGEMENT LLC·GAITHERSBURG, Maryland
Unclaimed Profile
9841 WASHINGTONIAN BLVD, GAITHERSBURG, MD 20878CRD# 5908754Firm CRD# 281093
01

About

Bradley L Sherman is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with SHERMAN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SHERMAN WEALTH MANAGEMENT LLC
SHERMAN WEALTH MANAGEMENT LLC
AUM
$112M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SHERMAN WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5908754
Firm CRD# 281093
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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