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Sherrie Stalzer
29 Years of Experience
Boca Raton, FL
1 DisclosureBrokerSells Insurance
Sherrie Stalzer is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 29 years of industry experience. Sherrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 1994Other Business ActivitiesSells Insurance
Sherrie works as an insurance agent selling insurance products.
Employment History
Current Registrations
Nfsg Corporation
January 2022 - Present · 4 yrs 4 mos
Newbridge Securities CorporationBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2013 - May 2018 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
October 2007 - May 2013 · 5 yrs 7 mos
Newbridge Securities CorporationBroker
August 2003 - August 2006 · 3 yrs
The Lincoln National Life Insurance CompanyBroker
August 2001 - August 2003 · 2 yrs
Lincoln Financial Advisors Corporation
August 2001 - August 2003 · 2 yrs
Lincoln Financial Advisors CorporationBroker
August 2001 - August 2003 · 2 yrs
Sterling Financial Investment Group, INC.Broker
November 2000 - September 2001 · 10 mos
Joseph Charles & Assoc., INC.Broker
February 1997 - November 2000 · 3 yrs 9 mos
K.W. Brown InvestmentsBroker
October 1996 - February 1997 · 4 mos
Smith Barney INC.Broker
September 1994 - October 1996 · 2 yrs 1 mo
Barron Chase Securities, INC.Broker
November 1993 - April 1994 · 5 mos
Gkn Securities CORP.Broker
November 1992 - March 1993 · 4 mos
State Registrations33 states
ARAZCACOCTDEFLGAIDILINLAMAMDMIMNMSMTNCNDNJNVNYOHOKORPASCTXVAVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.