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Peter Allen Sherlock

SHERLOCK INVESTMENT MANAGEMENT, INC.·BRATTLEBORO, Vermont
Clean recordSHERLOCK INVESTMENT MANAGEMENT, INC.
86 LINDEN STREET, BRATTLEBORO, VT 05301CRD# 2490858Firm CRD# 107186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Allen Sherlock · BRATTLEBORO, VT
Registration
CRD #2490858 · SHERLOCK INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Allen Sherlock is a registered financial advisor based in BRATTLEBORO, Vermont, affiliated with SHERLOCK INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SHERLOCK INVESTMENT MANAGEMENT, INC.
SHERLOCK INVESTMENT MANAGEMENT, INC.
AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHERLOCK INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2490858
Firm CRD# 107186
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Allen Sherlock offer?
Peter Allen Sherlock specializes in Investment Management, Wealth Management. Contact their office in BRATTLEBORO, Vermont for a consultation.
What are Peter Allen Sherlock's credentials?
Peter Allen Sherlock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Allen Sherlock located?
Peter Allen Sherlock is based in BRATTLEBORO, Vermont, working with SHERLOCK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BRATTLEBORO metropolitan area and surrounding communities.
How does Peter Allen Sherlock charge for services?
Peter Allen Sherlock'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 SHERLOCK INVESTMENT MANAGEMENT, INC.?
SHERLOCK INVESTMENT MANAGEMENT, INC. has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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