Gardner
Sherrill

Commonwealth Financial Network

CRD#4292679
Investment Advisor
in Bradenton, FL

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About this Advisor

Gardner Sherrill is a financial advisor based in Bradenton, Florida, working with Commonwealth Financial Network. Gardner has previously held positions at Lpl Financial, Lpl, Commonwealth Financial Network, and Sherrill Wealth Management. Gardner has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Gardner is part of Commonwealth Financial Network, which operates out of Bradenton, Florida. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2520 Manatee Avenue West
Bradenton, FL 34205

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

FL Average: $16,012,751,954
Total Number of Employees

4,500

FL Average: 118
Total Number of Accounts

623,075

FL Average: 4,567
Average Account Size

$284,126

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Gardner Sherrill Work History

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

Sherrill Wealth Management

2012 - 2021 (9 years)

Lpl Financial, Lpl

Disclosures

Please visit the SEC profile of Gardner Sherrill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Caleb Sams
Brentwood, TN
Thomas Keefer
Berwyn, PA
Allen Vitale
Rochester, NY
Casey Giraud
Allentown, PA
Paul Trinh
Washington, DC
John Mccann
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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