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Sherrie Ann Rutland

Ernst & Young Investment Advisers LLP

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About Sherrie Ann Rutland

Sherrie Rutland is an investment advisor representative with Ernst & Young Investment Advisers LLP. Sherrie has been in the industry since 1996 and has experience with firms such as Transamerica Financial Advisors, Inc., QA3 Financial Corp., Calton & Associates, Inc., and Waddell & Reed, Inc. Sherrie is registered with the state of Florida. Sherrie offers financial planning and educational seminars and can assist with portfolio management.

Firm Information

Sherrie Rutland is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Sherrie Rutland’s Registration & Firm History

FL

02/15/2011 - Present

Ernst & Young Investment Advisers LLP (TAMPA FL)

FL

11/16/2009 - 10/12/2010

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

03/14/2006 - 10/19/2009

QA3 FINANCIAL CORP. (ST PETERSBURG FL)

FL

01/08/2004 - 11/01/2004

CALTON & ASSOCIATES, INC. (TAMPA FL)

KS

04/29/1996 - 01/09/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherrie Ann Rutland.
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