Waddell & Reed
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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
1102 Broadway 300 LLC
Festival Of Trees Mary Bridge Children'S Foundation
Waddell & Reed, Inc
Various Insurance Carriers
Sherry Gow has no disclosures.
Please visit their SEC profile for more details.
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