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Gregory Glen Sherwood

QUEST INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Clean recordQUEST INVESTMENT MANAGEMENT, LLC
5335 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 1692767Firm CRD# 110640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Glen Sherwood · LAKE OSWEGO, OR
Registration
CRD #1692767 · QUEST INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Glen Sherwood is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with QUEST INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
QUEST INVESTMENT MANAGEMENT, LLC
QUEST INVESTMENT MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at QUEST INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1692767
Firm CRD# 110640
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Glen Sherwood offer?
Gregory Glen Sherwood specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Gregory Glen Sherwood's credentials?
Gregory Glen Sherwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Glen Sherwood located?
Gregory Glen Sherwood is based in LAKE OSWEGO, Oregon, working with QUEST INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Gregory Glen Sherwood charge for services?
Gregory Glen Sherwood's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUEST INVESTMENT MANAGEMENT, LLC?
QUEST INVESTMENT MANAGEMENT, LLC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUEST INVESTMENT MANAGEMENT, LLC

Monte Leroy Johnson
LAKE OSWEGO, OR
Cameron Mitchell Johnson
LAKE OSWEGO, OR
Kevin Montgomery Johnson
LAKE OSWEGO, OR

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Research
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