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Parker Steele Sherry

Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 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

12 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jan 2026 to now
  2. Raymond James Financial Services, Inc.Jan 2026 to now
  3. East Palestine High SchoolJun 2024 to now
  4. Cambridge Investment Research Advisors, Inc.Feb 2024 to Jan 2026
  5. Cambridge Investment Research, Inc.May 2022 to Jan 2026
  6. Leake OilMay 2021 to Sep 2021
  7. West Liberty UniversityAug 2020 to May 2023
  8. East Palestine City ParkMay 2020 to Sep 2021
  9. Bowling Green State UniversityAug 2019 to Aug 2020
  10. LearnmapMay 2018 to Sep 2020
  11. Kent State UniversityJan 2018 to May 2019
  12. East Palestine City ParkMay 2017 to Sep 2018
  13. 1820 Co.Jan 2015 to Sep 2022
  14. East Palestine High SchoolSep 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (OH, 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
7559172
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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