Sherry Birnbaum is a CFP-designated registered investment advisor, based in Paramus, NJ, with 45 years of industry experience.
Location
115 West Century Road, Suite 145, Paramus, NJ, 07652
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sherry is a health care proxy and executor for her husband's affairs, and owns a rental property in Jerusalem managed by a third party. She also installs insurance products through Steward Partners Global Advisory and dedicates about half her time to financial planning and investment management through Steward Partners Investment Advisory LLC.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Lehman Brothers Kuhn Loeb IncorporatedBroker
State Registrations12 states
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