Heather Sherrill
Heather Sherrill is a registered investment advisor at Cetera Investment Advisers LLC, based in Cherry Hill, NJ, with 21 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 N. Kings Highway, Cherry Hill, NJ, 08034
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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 ActivitiesSells Insurance
Heather works as a financial advisor at Alloy Silverstein Financial Services, providing investment services and client interfacing full-time. She is also an agent for Avantax Insurance Agency/Services, selling approved insurance products through Avantax, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
Discount MunibrokersBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.