Erin Nicole Sherry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 12/2013 → 07/2024
  Edward Jones
  St Louis, MO
• 07/2024 → Present
  Raymond James Financial Services, Inc
  Greenville, OH
• 07/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Greenville, OH

Previous Registrations

• 2014-01-30 → 2024-07-16
  Edward Jones
  Cambridge City, IN
  Maryland Heights, MO
  Maryland Heights, MO
  Richmond, IN
  Cambridge City, IN

Other Businesses

(1) Name of Business: Sherry Wealth Management Address: 404 Wagner Ave, Greenville, OH, 45331-2537, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch owner of Sherry Wealth Management, RJFS. Financial Advisor opened own office under RJFS umbrella. Works with clients to determine goals, manage risk, retirement planning, wealth management, general investing.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-29

Other Names

• Erin Nicole Retter
• Erin Arbogast
• Erin Nicole Arbogast