Nathan Jeremy Sherman

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-06-03

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	07/2023	Present
Bank Of America	Boston	MA	06/2022	08/2022
New York Life	Boston	MA	06/2021	08/2021
Miami University	Oxford	OH	08/2019	06/2023
The Rivers School	Weston	MA	01/2016	08/2019
Wellesley Country Club Inc	Wellesley	MA	06/2018	08/2018
Town Sports-History	Needham	MA	10/2017	05/2020
Staples, Inc	Needham	MA	05/2020	08/2020

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2022 → 08/2022

Bank Of America

Boston, MA
06/2021 → 08/2021

New York Life

Boston, MA
08/2019 → 06/2023

Miami University

Oxford, OH
01/2016 → 08/2019

The Rivers School

Weston, MA
06/2018 → 08/2018

Wellesley Country Club Inc

Wellesley, MA
10/2017 → 05/2020

Town Sports-History

Needham, MA
05/2020 → 08/2020

Staples, Inc

Needham, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-03

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