Sherry M Birnbaum

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Paramus, NJ
• 11/2016 → 02/2018
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
• 02/2018 → 05/2022
  Raymond James Financial Services, Inc.
  Rochelle Park, NJ
• 02/2018 → Present
  Steward Partners Investment Advisory, Llc
  Paramus, NJ
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Paramus, NJ
• 02/2018 → Present
  Steward Partners Global Advisory, Llc
  Paramus, NJ

Previous Registrations

• 2002-03-25 → 2018-02-20
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
  Paramus, NJ

Other Businesses

(1)Name of Business: Birnbaum Address: 565 North Forest Drive, Teaneck, NJ, 07666, United States Activity Type: Control Person Position/Title: Health care proxy (Named Only), Health care POA (Named Only), Executor (Named Only) Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is for my husband's will, living will, financial affairs, etc. (2)Name of Business: Real Estate Rental Address: Mitudela 7 - Apt. 1, Jerusalem, Other, Israel Activity Type: Rental Real Estate Position/Title: Other Investment Related: No Start Date: 03/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own an apartment in Jerusalem which we rent out for short term periods. It is handled through a third party Rentals of Distinction and a manager oversees the rentals. (3)Name of Business: Steward Partners Global Advisory Address: 115 West Century Road Suite 145, Paramus, NJ, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 03/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (4)Name of Business: Steward Partners Investment AdvisoryLLC Address: 115 West Century Road Suite 145, Paramus, NJ, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 03/16/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning, Investment Management (5)Name of Business: The Raffer Investment Group Address: 115 West Century Road Suite 145, Paramus, NJ, United States Activity Type: Other Position/Title: Investment Related: No Start Date: 04/25/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide advisory services to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-20
• S63 Uniform Securities Agent State Law Examination
  1981-05-08

Designations

Other Names

• Sherry Miller
• Sherry M Miller-Leiter
• Sherry Segal
• Sherry M. Birnbaum
• Sherry M Miller