Gregory Christopher Sherman
Investment adviser representative at Citizens Private Wealth
15 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 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
Experience
15 years in the industry.
- Citizens Private WealthJun 2026 to now
- Citizens BankJun 2026 to now
- Citizens Securities, Inc.Jun 2026 to now
- Morgan StanleyNov 2021 to Jun 2026
- Wells Fargo Clearing Services, LLCJan 2021 to Nov 2021
- J.P. Morgan Securities LLCOct 2011 to Jan 2021
- JPMorgan Chase Bank NAOct 2011 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 5655415
- Firm CRD
- 106743