Nicholas David Sherrill
Investment adviser representative at Vest Financial LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$51.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vest Financial LLCMar 2026 to now
- Vest Securities, LLCFeb 2026 to now
- American Century Investment Services, Inc.Aug 2024 to Feb 2026
- American FundsJan 2021 to Jul 2024
- American Funds/capital Group Co'sJul 2015 to Jan 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 6530127
- Firm CRD
- 165976