Sherwyn Labovitz
Sherwyn Labovitz is a registered investment advisor at Wells Fargo Advisors, based in Birmingham, MI, with 56 years of industry experience. Sherwyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
255 E Brown St Ste 400, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Sherwyn has a 1% ownership stake in JZL Enterprises, LLC since 2020 and is a check signer when the principal owner is unavailable. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations29 states
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
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