Sherry
Gow

Waddell & Reed

CRD#4559805
Investment Advisor
in Seattle, WA

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About this Advisor

Sherry Gow is an investment advisor in Seattle, Washington. Currently a registered advisor with Waddell & Reed, Gow has 18 years of work experience. Gow holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Gow can advise clients based out of California, Colorado, Florida, Illinois, North Carolina and Washington. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers, Festival Of Trees Mary Bridge Children'S Foundation and 1102 Broadway 300 LLC. Waddell & Reed is located in Seattle, Washington, and operates out of 357 locations across the United States. As a company, Waddell & Reed manages $27 billion in assets covering 180,314 client accounts and employs more than 1,700 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 15,672 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Seattle, WA

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

WA Average: $2,243,162,756
Total Number of Employees

1,700

WA Average: 44
Total Number of Accounts

180,314

WA Average: 4,091
Average Account Size

$149,446

WA Average: $548,316

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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
  • Educational seminars/workshops

Sherry Gow Work History

Sherry has 18 years of experience.

2019 - Present (2 years)

1102 Broadway 300 LLC

2011 - Present (10 years)

Festival Of Trees Mary Bridge Children'S Foundation

2002 - Present (19 years)

Waddell & Reed, Inc

2002 - Present (19 years)

Various Insurance Carriers

Disclosures

Sherry Gow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Samuel Valerio
Houston, TX
Benjamin Clifford
Salt Lake City, UT
Vincent Montenegro
Humble, TX
Cynthia Biernbaum
Mission, KS
Alisonn Best
Edmond, OK
Dominic Rebelo
Woburn, MA
Jacquelyn Engel
Grand Rapids, MI
Brian Vankeuren
Midvale, UT

This content was compiled from the SEC and FINRA.

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