Sherry Chan Karlsson
Investment adviser representative at Rosenblum Silverman Sutton Sf Inc
11 yearsExperience
1 stateRegistered in
$486.6MFirm assets
42 yearsFirm in business
Are you Sherry Chan Karlsson? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Rosenblum Silverman Sutton, Sf, Inc.Apr 2021 to now
- Minkoff & AssociatesDec 2019 to Apr 2021
- UnemployedJul 2017 to Dec 2019
- Bank of America, N.A.Jan 2016 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rosenblum Silverman Sutton Sf Inc
$486.6MAssets managed
159Clients
4Advisers
42 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
- 6577924
- Firm CRD
- 105774