Michael Ian Sherman
Investment adviser representative at Uhy Wealth Management Ria LLC
10 yearsExperience
1 stateRegistered in
$102.6MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Uhy Wealth Management Ria LLCJun 2024 to now
- SeraphJun 2023 to Feb 2024
- DrivelineJun 2022 to Aug 2022
- College HunksJun 2021 to Aug 2021
- StudentAug 2020 to May 2024
- Country Club of DetroitMay 2019 to Aug 2020
- TgaSep 2017 to Mar 2020
- Lochmoor ClubApr 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Uhy Wealth Management Ria LLC
$102.6MAssets managed
89Clients
10Advisers
Under 1 yearIn 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
- 7942280
- Firm CRD
- 317608