Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrill? Claim Your ProfileSherrill Lee Blalock has been in the financial industry since 1969. Sherrill is currently registered with Chesapeake Asset Management LLC, located in New York, New York. Prior to Chesapeake Asset Management LLC, Sherrill worked at Sanfrey Securities, Inc., Weiss Peck & Greer, Mitchell Hutchins Asset Management Inc., Paine, Webber, Jackson & Curtis Inc., Blyth Eastman Dillon & Co. Incorporated and Legg Mason Wood Walker, Incorporated. Sherrill is also registered with the state of Texas. Sherrill specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
03/03/1998 - Present
Chesapeake Asset Management LLC (NEW YORK NY)
NA
08/14/1995 - 03/12/1998
SANFREY SECURITIES, INC.
MA
01/27/1989 - 02/07/1995
WEISS PECK & GREER (BOSTON MA)
NY
09/02/1980 - 12/22/1988
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
NA
01/31/1980 - 12/10/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
04/14/1977 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
04/01/1969 - 08/15/1977
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 06/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1969
Series 1 - Registered Representative Examination
Active
Inactive
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