Adam Jonathan Sheer
Investment adviser representative at Corient
29 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
29 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientFeb 2023 to now
- Cipw Service Company, LLCJan 2022 to Mar 2023
- Roosevelt InvestmentsDec 2020 to Oct 2024
- The Roosevelt Investment Group, Inc.Sep 1997 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2605605
- Firm CRD
- 319448