Mark Andrew Sherman
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Wilkinson Wealth ManagementMay 2026 to now
- TIAASep 2024 to Apr 2026
- TIAA-CREF Individual & Institutional Services, LLCSep 2024 to Apr 2026
- UnemployedApr 2024 to Sep 2024
- A. N. Culbertson & Company, Inc.Feb 2022 to Apr 2024
- UnemployedSep 2020 to Jan 2022
- Van Strum & TowneFeb 1999 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3082006
- Firm CRD
- 105644