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, with a total of 11 years in the industry. Sheerin is an employee of Sherrill & Hutchins Financial Advisory Inc. Throughout their career, Sheerin has worked at Sherrill & Hutchins Financial Advisory, Inc. Sheerin is approved to serve investors in Georgia. Sherrill & Hutchins Financial Advisory Inc is a registered investment firm headquartered in Atlanta, Georgia. It administers $572 million in assets across its 1,338 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 1,338 accounts, 45% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees usually depend on the services. However, fee types billed by Sherrill & Hutchins Financial Advisory Inc most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 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

Disclosures

No

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

$571,546,813

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

8

GA Average: 58
Total Number of Accounts

1,338

GA Average: 1,608
Average Account Size

$427,165

GA Average: $2,220,225

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Investment Advisory Services

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

Mark Sheerin Work History

Mark has 11 years of experience.

2016 - Present (7 years)

Sherrill & Hutchins Financial Advisory, Inc

2011 - 2015 (4 years)

Sherrill & Hutchins Financial Advisory, Inc

Disclosures

Mark Sheerin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sherrill & Hutchins Financial Advisory Inc

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

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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