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Erin Sherry

12 Years of Experience
Greenville, OH
Broker

Erin Sherry is a registered investment advisor, based in Greenville, OH, with 12 years of industry experience.

Location

Greenville, OH

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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

Erin is the branch owner of Sherry Wealth Management, an RJFS office, since July 2024. She works with clients on financial planning, risk management, retirement planning, wealth management, and general investing, dedicating about half her time to this business.

Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
January 2014 - July 2024 · 10 yrs 6 mos
Edward JonesBroker
January 2014 - July 2024 · 10 yrs 6 mos
State Registrations20 states
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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.
Erin Sherry - Financial Advisor | TrueAdvisor