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Mariam Sherilyn Saboori Shamlow

Fermata Advisors

Sonoma, CA

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Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

539 Broadway Suite A, Sonoma, CA 95476 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Retirement Partners, Llc San Rafael CA 06/2024 02/2025
Lpl Financial San Diego CA 10/2019 07/2023
Northern Trust San Diego CA 01/2018 10/2019
Wells Fargo Bank San Diego CA 09/2015 01/2018
Chicago School Of Professional Psychology Chicago IL 09/2015 04/2017
Hub International Chicago IL 10/2023 01/2025
Fermata Advisors, Llc Dba Sonoma Wealth Advisors Sonoma CA 01/2025 Present
  • 06/2024 → 02/2025
    Global Retirement Partners, Llc
    San Rafael, CA
  • 10/2019 → 07/2023
    Lpl Financial
    San Diego, CA
  • 01/2018 → 10/2019
    Northern Trust
    San Diego, CA
  • 09/2015 → 01/2018
    Wells Fargo Bank
    San Diego, CA
  • 09/2015 → 04/2017
    Chicago School Of Professional Psychology
    Chicago, IL
  • 10/2023 → 01/2025
    Hub International
    Chicago, IL
  • 01/2025 → Present
    Fermata Advisors, Llc Dba Sonoma Wealth Advisors
    Sonoma, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-02
  • S65 Uniform Investment Adviser Law Examination
    2024-08-02
Other Names
  • Mariam Sheri Saboori Shamlow

View on SEC IAPD

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Other Investors

JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA

Other Offices

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
PARK, MILLER, LLC · WALNUT CREEK, CA
ELEVATION WEALTH PARTNERS, LLC · WALNUT CREEK, CA
KAUZER CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
NAVOLIO & TALLMAN ADVISORS LLC · WALNUT CREEK, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Walnut Creek, CA
CHANDLER ASSET MANAGEMENT INC · Walnut Creek, CA
BLUESPRING WEALTH MANAGEMENT, LLC · WALNUT CREEK, , CA

More in Sonoma, CA

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