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Sherry Verburgt

25 Years of Experience
Houston, TX
Broker

Sherry Verburgt is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sherry is involved in several business activities, including owning rental real estate in the Netherlands since 2019, overseeing a working ranch (CLS 1111 Ranch LLC) since 2023, and operating two restaurants (Dee's Cafe and Lekker Eten, Inc.) since 2025.

Employment History
Current Registrations
UBS Financial Services INC.
July 2011 - Present · 15 yrs 2 mos
UBS Financial Services INC.Broker
July 2011 - Present · 15 yrs 2 mos
UBS Financial Services INC.
July 2011 - Present · 15 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2011 · 2 yrs 1 mo
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Morgan Stanley
January 2003 - June 2006 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
August 2000 - June 2006 · 5 yrs 10 mos
State Registrations27 states
ARAZCACODEFLIAILINKSLAMDMINCNJNVNYOHOKORPATNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.