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Sherri London

20 Years of Experience
New York, NY
Broker

Sherri London is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 20 years of industry experience. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

10 Hudson Yards, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sherri serves in various fiduciary roles, including trustee, power of attorney, and executrix, for family members and a non-client. She also co-chairs her high school reunion committee, dedicating minimal time to this role.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2015 - Present · 10 yrs 8 mos
Park Avenue Securities LLC
November 2015 - Present · 10 yrs 8 mos
Park Avenue Securities LLCBroker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Metlife Securities INC.Broker
May 2011 - April 2015 · 3 yrs 11 mos
Metlife Securities INC.
May 2011 - October 2014 · 3 yrs 5 mos
New England SecuritiesBroker
May 2011 - October 2014 · 3 yrs 5 mos
Tower Square Securities, INC.Broker
May 2011 - September 2013 · 2 yrs 4 mos
Walnut Street Securities, INC.Broker
May 2011 - September 2013 · 2 yrs 4 mos
Northwestern Mutual Investment Services,llc
July 2006 - July 2009 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
June 2003 - July 2009 · 6 yrs 1 mo
State Registrations2 states
NJNY
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.