Unclaimed Profile

Harry Reynolds Shertzer

WESTHAMPTON CAPITAL, LLC·WINSTON-SALEM, North Carolina

Series 7, Series 24, Series 27, Series 63, Series 65Clean record24 years registeredWESTHAMPTON CAPITAL, LLC

2150 COUNTRY CLUB RD, WINSTON-SALEM, NC 27104CRD# 1251803Firm CRD# 119176

Profile Verification

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

Identity

Harry Reynolds Shertzer · WINSTON-SALEM, NC

Registration

CRD #1251803 · WESTHAMPTON CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WESTHAMPTON CAPITAL

Mar 2011 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2009 – Jan 2010

WINSTON SALEM, NC

IRONSTONE SECURITIES, INC.

Sep 2006 – Oct 2008

KERNERSVILLE, NC

VALIC FINANCIAL ADVISORS, INC.

Jul 2005 – Aug 2005

DURHAM, NC

CUSO FINANCIAL SERVICES, L.P.

Mar 2002 – Jan 2005

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · March 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTHAMPTON CAPITAL, LLC

CRD 119176 · SEC 801-80073

AUM

$193M

Regulatory assets under management

Employees

239 client accounts

Services offered by WESTHAMPTON CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESTHAMPTON CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Harry Reynolds Shertzer offer?

Harry Reynolds Shertzer specializes in Investment Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Harry Reynolds Shertzer's credentials?

Harry Reynolds Shertzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry Reynolds Shertzer located?

Harry Reynolds Shertzer is based in WINSTON-SALEM, North Carolina, working with WESTHAMPTON CAPITAL, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Harry Reynolds Shertzer charge for services?

Harry Reynolds Shertzer'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 WESTHAMPTON CAPITAL, LLC?

WESTHAMPTON CAPITAL, LLC has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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