Sherleen M Udasco
Investment adviser representative at First Command Advisory Services
10 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Command Advisory ServicesJan 2023 to now
- First Command Brokerage ServicesJan 2023 to now
- First Command Insurance ServicesJan 2023 to now
- UnemployedDec 2022 to Jan 2023
- Aston Carter Inc.Aug 2022 to Nov 2022
- UnemployedJun 2021 to Aug 2022
- First Command Advisory Services, Inc.Jul 2017 to May 2021
- First Command Insurance Services, Inc.Jul 2017 to May 2021
- First Command Financial Planning, Inc.Aug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 6700939
- Firm CRD
- 281958