Sherry Lanette Turner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Selling With Confidence (swc 2.0)Jan 2026 to now
- Voya Financial Advisors, Inc.Dec 2021 to Jul 2026
- VoyaFeb 2019 to Jul 2026
- Voya Financial PartnersFeb 2019 to Dec 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Advisors, LLCDec 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 6278817
- Firm CRD
- 7691