Harold Whittemore Sherrill
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Harold Whittemore Sherrill? 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 assetsHourlySubscriptionFixed or flat feeOther
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
11 years in the industry.
- Edelman Financial EnginesAug 2024 to now
- UnemployedSep 2023 to Aug 2024
- Aurum Food and WineOct 2021 to Sep 2023
- UnemployedJul 2021 to Oct 2021
- Aldritch BuiltMay 2021 to Jul 2021
- Steamboat Springs ResortNov 2020 to Mar 2023
- UnemployedJan 2020 to Nov 2020
- Noa Eat Drink ShareJul 2019 to Jan 2020
- Unemployed TravelingJan 2019 to Jul 2019
- Glacier Homemade Ice Cream and GelatoApr 2018 to Jan 2019
- Bru Handbuilt Ales and EatsApr 2017 to Apr 2018
- Brasserie Ten TenFeb 2017 to Apr 2017
- Wild StandardJan 2017 to May 2017
- Dad and Dudes BreweriaJun 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7969272
- Firm CRD
- 104510