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Sherry Elaine Neeley

Authentikos Wealth Advisory LLC

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About Sherry Elaine Neeley

Sherry Elaine Neeley is a registered investment advisor representative at Authentikos Wealth Advisory LLC. Sherry has been in the financial services industry for over 2 years and has experience in both investment and insurance services. Sherry holds the Series 66, Series 7TO and SIE licenses. Sherry is also a Special Education Advocate for Parents and provides educational consulting services. Sherry has experience working with individuals, corporations and pension and profit-sharing plans. Authentikos Wealth Advisory LLC provides financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Sherry Neeley is currently registered with Authentikos Wealth Advisory LLC. Authentikos Wealth Advisory LLC is a registered investment advisor based in MORGAN HILL, CA. The firm has 5 licensed agents and 4 investment advisor representatives. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, other than high-net-worth individuals, as well as pension and profit-sharing plans, and corporations or other businesses. The firm currently manages approximately $125.14 million in assets for 785 clients.
Authentikos Wealth Advisory LLC

1295 EAST DUNNE AVENUE

MORGAN HILL, CA 95037

$125.14M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sherry Neeley’s Registration & Firm History

TX

02/07/2025 - Present

Authentikos Wealth Advisory LLC (New Braunfels TX)

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Licenses & Designations

BOTH

Issued 02/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherry Elaine Neeley.
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