Brandon Miles Sherwood

Employer firm

Strong Wealth Advisors, LLC CRD 332447

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• PRIVATE PLACEMENT INVESTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2019
  George K. Baum & Company
  Kansas City, MO
• 09/2019 → 01/2021
  Sherwood Capital Advisors
  Denver, CO
• 02/2021 → 04/2024
  Cortex Technology Capital Management, Llc
  Denver, CO
• 01/2021 → 04/2024
  Cortex Technology Capital Advisors, Llc
  Denver, CO
• 05/2024 → Present
  Strong Capital Markets, Llc
  Stamford, CT
• 07/2024 → Present
  Strong Wealth Advisors, Llc
  Englewood, CO

Previous Registrations

• 2021-09-13 → 2024-03-06
  Cortex Technology Capital Advisors, Llc
  Denver, CO

Other Businesses

Strong Capital Markets, LLC; Investment Related; 1266 East Main Street, Ste 606, Stamford, CT 06902; Broker Dealer; Vice President, Investment Banking; 05/2024; 80 hours / month; 6.5 hours/day during trading hours; Responsible for assisting clients with securities transactions and serving as point person for investment banking operations. Strong Wealth Advisors, LLC; Investment Related; 7995 E. Prentice Avenue, Englewood, CO 80111; Registered Investment Adviser; Chief Compliance Officer; 07/2024; 80 hours/month; 6.5 hours/day during trading hours; Responsible for supervision of the firm's compliance policies and procedures, managing client investment accounts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-21
• S65 Uniform Investment Adviser Law Examination
  2020-10-30