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Nancy Sheerin-Floros
33 Years of Experience
Bethesda, MD
1 DisclosureBroker
Nancy Sheerin-Floros is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 33 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
10305 Westlake Dr, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2006Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2022 - April 2024 · 2 yrs
Citigroup Global Markets INC.Broker
February 2022 - April 2024 · 2 yrs 2 mos
Citi Private Alternatives, LLCBroker
February 2022 - April 2024 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2007 - January 2022 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLC
October 2007 - January 2022 · 14 yrs 3 mos
Infinex Investments, INC.
May 2005 - January 2006 · 8 mos
Infinex Investments, INC.Broker
January 2005 - January 2006 · 1 yr
Wachovia Securities, LLCBroker
October 2003 - January 2005 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
October 1997 - January 2000 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - October 1997 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1985 - August 1989 · 3 yrs 11 mos
State Registrations4 states
DCMDNCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.