Mark
Sheerin

Sherrill & Hutchins Financial Advisory Inc

CRD#6053305
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Sheerin is a certified financial planner operating in Atlanta, Georgia, who has 8 years of relevant experience. Sheerin currently works for Sherrill & Hutchins Financial Advisory Inc. Sheerin has gained experience at Sherrill & Hutchins Financial Advisory, Inc. Sheerin is registered to work in Georgia. Sherrill & Hutchins Financial Advisory Inc is an advisory business that has its headquarters in Atlanta, GA. It controls $487 million in assets under management among its 1,369 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,369 client accounts, 41% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors usually depend on which services are offered. Fee types billed by Sherrill & Hutchins Financial Advisory Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4401 Northside Parkway, Nw Suite 425
Atlanta, GA 30327

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Sherrill & Hutchins Financial Advisory Inc Brokerage Details

Total Assets Under Management

$486,598,448

GA Average: $3,570,121,308
Total Number of Employees

8

GA Average: 58
Total Number of Accounts

1,369

GA Average: 1,608
Average Account Size

$355,441

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Mark Sheerin Work History

Mark has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

Sherrill & Hutchins Financial Advisory, Inc

2011 - 2015 (4 years)

Sherrill & Hutchins Financial Advisory, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Sheerin 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 Sherrill & Hutchins Financial Advisory Inc

Theodore Noble
Atlanta, GA
Jessica Sherrill
Atlanta, GA
William Hutchins
Atlanta, GA
Mark Sheerin
Atlanta, GA
Kaitlin Theobald
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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