Kellie Sheryak
Kellie Sheryak is a registered investment advisor at UBS Financial Services INC., based in Louisville, KY, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
500 N. Hurstbourne Pkwy, Suite 300, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kellie is involved in several outside business activities, including being a part owner of Runners High LLC, serving on the board of directors for CASA and Spalding University, and being a partner in Bearing Point LLC. She also owns rental real estate and is a member of SAGE, a group of advisors working with business owners.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Banc One Securities Corporation
Banc One Securities CorporationBroker
Banc One Capital CorporationBroker
Liberty Investment Services, INC.Broker
State Registrations36 states
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