Sheryl Heidi Wein
Investment adviser representative at LPL Financial LLC
26 yearsExperience
6 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
26 years in the industry.
- LPL Financial LLCJul 2021 to now
- Ten Cedar Street LLCMar 2020 to Jul 2021
- The Wein GroupMay 2014 to Dec 2018
- Various Insurance Carriers for W&r Insurance AgenciesSep 2002 to Jul 2021
- Waddell & Reed, Inc.Jan 2000 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 6 states (GA, MA, MI, NJ, PA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4267730
- Firm CRD
- 6413