Sherri Desjardins
Sherri Desjardins is a registered investment advisor at Centaurus Financial, INC., based in Lady Lake, FL, with 12 years of industry experience. Sherri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
871 Hwy 466, Suite 702, Lady Lake, FL, 32159
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Sherri is a managing member of Desjardins Retirement Solutions LLC, a registered Florida insurance agency, since 2013, dedicating about 10-20% of her time to the sale of life, health, and fixed annuities, as well as administrative duties. She also spends a few hours per week on payroll and accounts payable administration for the company.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
State Registrations11 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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