Gregory
Sherwell
Financial Engines Advisors L.L.C
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About this Advisor
Gregory Sherwell is a financial advisor based out of Ellicott City, Maryland who has 5 years of industry experience. Sherwell currently works for Financial Engines Advisors L.L.C. Sherwell has gained experience at M&T Bank, M & T Securities, Sanders Morris Harris LLC, Ef Legacy Securities, LLC, Edelman Financial Services, LLC and Financial Engines Advisors L.L.C. Sherwell has Series 66 and Series 63 licenses, designating them as a securities representative, and is able to work in Maryland. Financial Engines Advisors L.L.C is a financial advisory business that has its headquarters in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 advisors. It manages $242 billion in assets under management among its 1,594,707 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a wide set of services, such as 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. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Financial Engines Advisors L.L.C most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
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
Gregory Sherwell Work History
Gregory has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Sanders Morris Harris LLC
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
M & T Securities
M&T Bank
*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 Gregory Sherwell 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 Financial Engines Advisors L.L.C
Newton Center, MA
Overland Park, KS
Colorado Springs, CO
Phoenix, AZ
Fairfax, VA
Phoenix, AZ
Fairfax, VA
Virginia Beach, VA
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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