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Sherry Anselmo

Ep Wealth Advisors

Torrance, CA

Westlake Village, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-09
  • CA RA
    APPROVED
    Since 2026-04-09

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

5743 Corsa Ave # 216, Westlake Village, CA 91362 • 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
Charles Schwab & Co., Inc. Thousand Oaks CA 07/2018 03/2026
Td Ameritrade Investment Management, Llc Thousand Oaks CA 02/2014 07/2018
Ep Wealth Advisors, Llc Westlake Village CA 03/2026 Present
  • 07/2018 → 03/2026
    Charles Schwab & Co., Inc.
    Thousand Oaks, CA
  • 02/2014 → 07/2018
    Td Ameritrade Investment Management, Llc
    Thousand Oaks, CA
  • 03/2026 → Present
    Ep Wealth Advisors, Llc
    Westlake Village, CA
Previous Registrations
  • 2018-09-12 → 2026-01-31
    Charles Schwab & Co., Inc.
    Woodland Hills, CA
    Thousand Oaks, CA
    Omaha, NE
    Omaha, NE
    Thousand Oaks, CA
    Westlake, TX
  • 2014-02-12 → 2018-07-06
    Td Ameritrade, Inc.
    Thousand Oaks, CA
  • 2014-02-12 → 2018-07-06
    Td Ameritrade Investment Management, Llc
    Thousand Oaks, CA
  • 2004-03-24 → 2005-05-12
    Wells Fargo Clearing Services, Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-11
S65 Uniform Investment Adviser Law Examination 1994-06-21
S63 Uniform Securities Agent State Law Examination 1984-09-05
  • S66 Uniform Combined State Law Examination
    2014-02-11
  • S65 Uniform Investment Adviser Law Examination
    1994-06-21
  • S63 Uniform Securities Agent State Law Examination
    1984-09-05
Other Names
  • Sherry Callier
  • Sherry C Hahn
  • Sherry Callier Hahn
  • Sherry Hahn
  • Sherry Callier
  • Sherry C Anselmo
  • Sherry A Callier
  • Sherry Anselmo

View on SEC IAPD

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LPL FINANCIAL LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC

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RYAN BOMERSBACK
Jordan Luke Opre
LISA MARIE QUARTARONE
MARTHA P HOLLADAY
Marc E Myers
NICOLE ELIZABETH NOVALES
Gilberto Alvarez

Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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