Nicholas G Sherrer
Investment adviser representative at Independent Advisor Alliance, LLC
12 yearsExperience
1 stateRegistered in
$17.2BFirm assets
12 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 fee
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.
- Independent Advisor Alliance, LLCApr 2026 to now
- LPL Financial LLCMay 2025 to now
- Sage Financial SystemsJun 2024 to Aug 2024
- Sage Financial SystemsMay 2023 to Aug 2023
- Burger Tavern 77May 2022 to Aug 2023
- Cason Development GroupMay 2022 to Aug 2022
- Barnes and Noble BooksellersJan 2022 to Jan 2022
- Clemson UniversityMay 2021 to May 2025
- Ac Flora High SchoolMay 2017 to Aug 2021
- Crayton Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 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
- 7745484
- Firm CRD
- 168267