Benjamin D Sherry
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2026 to now
- Raymond James Financial Services, Inc.Feb 2026 to now
- Northwestern Mutual Life Insurance CompanyJun 2024 to Feb 2026
- Northwestern Mutual Wealth Management CompanyJul 2016 to Feb 2026
- Craig HabaNov 2015 to Jun 2024
- Northwestern Mutual Investment Services, LLCSep 2015 to Feb 2026
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6558556
- Firm CRD
- 149018