Thomas
Sherman
Colonial River Wealth Management LLC
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About this Advisor
Thomas Sherman is a financial advisor who works in Midlothian, Virginia with a total of 3 years of relevant experience. Sherman works at Colonial River Wealth Management LLC. Sherman has gained experience at Holy Cross Academy, Hr Block, Colonial River Financial, Lpl Finaincal LLC and Colonial River Wealth Management LLC. Sherman has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Colonial River Wealth Management LLC is an advisory business that has its headquarters in Midlothian, VA. The company has offices in six locations and a total of 21 people on staff. It has $587 million in assets across its 3,920 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,920 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Colonial River Wealth Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial River Wealth Management LLC Brokerage Details
$586,479,160
21
3,920
$149,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Thomas Sherman Work History
Thomas has been registered as a financial advisor for 3 years.*
Colonial River Wealth Management LLC
Colonial River Financial
Lpl Finaincal LLC
Colonial River Financial
Hr Block
Holy Cross Academy
*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 Thomas Sherman 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 Colonial River Wealth Management LLC
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
Williamsburg, VA
Midlothian, VA
Midlothian, VA
Midlothian, 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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