Harold Whittemore Sherrill

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2023 → 08/2024
  Unemployed
  Littleton, CO
• 10/2021 → 09/2023
  Aurum Food And Wine
  Steamboat Springs, CO
• 11/2020 → 03/2023
  Steamboat Springs Resort
  Steamboat Springs, CO
• 07/2021 → 10/2021
  Unemployed
  Steamboat Springs, CO
• 05/2021 → 07/2021
  Aldritch Built
  Steamboat Springs, CO
• 01/2020 → 11/2020
  Unemployed
  Littleton, CO
• 07/2019 → 01/2020
  Noa Eat Drink Share
  Cairns
• 01/2019 → 07/2019
  Unemployed Traveling
  Brisbane
• 04/2018 → 01/2019
  Glacier Homemade Ice Cream And Gelato
  Boulder, CO
• 04/2017 → 04/2018
  Bru Handbuilt Ales And Eats
  Boulder, CO
• 02/2017 → 04/2017
  Brasserie Ten Ten
  Boulder, CO
• 01/2017 → 05/2017
  Wild Standard
  Boulder, CO
• 06/2015 → 02/2017
  Dad And Dudes Breweria
  Aurora, CO
• 08/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-21

Other Names

• Whitt Sherrill
• Whittemore Sherrill
• Harold W Sherrill