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Patrick Ewing Sherman

Sherman Financial & Wealth Management

Daniel Island, SC

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Current Employers
Sherman Financial & Wealth Management

1410 Elfe Street, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

1410 Elfe Street, Daniel Island, SC 29492 • 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
Atlantic Coast Advisory Group Mount Pleasant SC 08/2014 10/2017
Signator Investors, Inc. Mount Pleasant SC 05/2016 10/2017
Sherman Financial & Wealth Management Llc Daniel Island SC 09/2017 Present
  • 08/2014 → 10/2017
    Atlantic Coast Advisory Group
    Mount Pleasant, SC
  • 05/2016 → 10/2017
    Signator Investors, Inc.
    Mount Pleasant, SC
  • 09/2017 → Present
    Sherman Financial & Wealth Management Llc
    Daniel Island, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-05
S63 Uniform Securities Agent State Law Examination 2009-05-18
  • S65 Uniform Investment Adviser Law Examination
    2015-11-05
  • S63 Uniform Securities Agent State Law Examination
    2009-05-18
Other Names
  • Pat Sherman
  • Patrick Sherman

View on SEC IAPD

Other Firms

CURRAN FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
EAGLES COAST WEALTH MANAGEMENT, LLC
INCOME GROWTH ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
CARSWELL INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CHRISTINE MARIE KRIEGL
Colin Stewart
Joseph Michael Iafelice
Kaylee Jade Urbanek
John Lennox Cummings
Maxwell Anton Blumberg
ADAM BRENNEN CURRAN
DAVID COORS SHEAFFER

Other Offices

CURRAN FINANCIAL PARTNERS, LLC · DANIEL ISLAND, SC
LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CARSWELL INVESTMENTS, LLC · Daniel Island, SC

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