Sherwin David Korey

Employer firm

Capital Resource Management,Inc. CRD 106768

$593M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/1991 → Present
  Capital Resource Management, Inc.
  Deerfield, IL
• 07/2007 → Present
  Sgc Securities Lp
  Deerfield, IL

Other Businesses

CAPITAL RESOURCE MANAGEMENT, INC./INVESTMENT RELATED/770 LAKE COOK ROAD-SUITE 370; DEERFIELD, IL 60015/INVESTMENT ADVISORY/PRESIDENT/STARTED 02-1991/200 HOURS PER MONTH/8 HOURS PER TRADING DAY/MANAGE RESEARCH-PORTFOLIOS, CLIENT MEETINGS, ON-SITE MANAGER, DUE DILIGENCE, BUSINESS DEVELOPMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-25
• S63 Uniform Securities Agent State Law Examination
  1991-01-28