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Amanda A Sharratt

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio
Series 65Clean record7 years registeredWHITAKER-MYERS WEALTH MANAGERS, LTD.
1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 7153978Firm CRD# 286093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda A Sharratt · MANSFIELD, OH
Registration
CRD #7153978 · WHITAKER-MYERS WEALTH MANAGERS, LTD. · 7 years registered
Brand Profile
Not yet started
01

Career History

YOUR WEALTH FINANCIAL SOLUTIONS, LLC
Jun 2024 – present
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Aug 2019 – Apr 2024
Wooster, OH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 5, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD 286093 · SEC 801-118404
AUM
$513M
Regulatory assets under management
Employees
33
7,714 client accounts
Services offered by WHITAKER-MYERS WEALTH MANAGERS, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Amanda A Sharratt offer?
Amanda A Sharratt specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Amanda A Sharratt's credentials?
Amanda A Sharratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda A Sharratt located?
Amanda A Sharratt is based in MANSFIELD, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Amanda A Sharratt charge for services?
Amanda A Sharratt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?
WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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