Jacqueline B Sherry
Investment adviser representative at Revere Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$78.3MFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Revere Wealth Management LLCJun 2026 to now
- Revere Securities LLCMay 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Apr 2026
- UnemployedApr 2024 to Sep 2024
- Catch SteakAug 2019 to Sep 2019
- Landry's, IncAug 2019 to Sep 2019
- Klamath Technolgy Credit PartnersJun 2018 to Mar 2024
- The Wolfgang Puck Fine Dining GroupMay 2017 to Jun 2017
- Michael SullivanJan 2017 to Apr 2018
- Arizona State UniversityAug 2012 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Revere Wealth Management LLC
$78.3MAssets managed
101Clients
6Advisers
9 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
- 7982783
- Firm CRD
- 170560