Mariam Sherilyn Saboori Shamlow

Employer firm

Fermata Advisors CRD 305614

$1.01B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• 2024-08-02 → 2025-01-10
  Global Retirement Partners Llc
  San Rafael, CA
  Chico, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02

Other Names

• Mariam Sheri Saboori Shamlow