Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sherrier is a financial advisor with over 18 years of experience in the financial services industry. Robert is currently registered with Vanguard Advisers, Inc. Prior to joining Vanguard Advisers, Inc., Robert was with USAA FINANCIAL ADVISORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert holds the Series 6, 7, 63, and 66 securities licenses. Robert also holds the SIE exam license. Robert has earned the Certified Financial Planner designation. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert provides services for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Robert is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/31/2016 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
05/01/2013 - 08/03/2016
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
NJ
11/24/2009 - 04/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLEMINGTON NJ)
NJ
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
NY
02/03/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 12/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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