Patrick Ewing Sherman

Employer firm

Sherman Financial & Wealth Management CRD 290219

$6.80M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 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

• 2016-05-13 → 2017-10-23
  Signator Investors, Inc.
  Mount Pleasant, SC
• 2015-11-06 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Mount Pleasant, SC
  Cedar Rapids, IA

Exams

• 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