Sharon Miriam Appelman
Investment adviser representative at First Manhattan Co. LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.1BFirm assets
Are you Sharon Miriam Appelman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- First Manhattan Co. LLCSep 2022 to now
- Neuberger Berman LLCApr 2014 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Manhattan Co. LLC
$38.1BAssets managed
6,294Clients
66Advisers
49 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
- 4755633
- Firm CRD
- 325281