Advertiser Disclosure
William Sherlach
Firm: Raymond James Financial Services Advisors Inc
Advisors: 6,507
2150 Post Road, Suite 402, Fairfield, CT
2150 Post Road, Suite 402, Fairfield, CT
Years Experience
16 years
Disclosures Obtained From SEC
0
Certifications
No Certifications
Cost & Fees
Fee-based
What should I know about this advisor?
William Sherlach is a financial advisor in Fairfield, CT. He has been in practice for 16 years, the last 4 years at Raymond James Financial Services, Inc..
What does this Advisor Specialize in?
Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.
Financial Planning
Provides Educational Seminars
Portfolio Management for Individuals or Small Businesses
Portfolio Management for Business
Pension Consulting Services
How is this advisor paid?
Compensation types are listed for Raymond James Financial Services Advisors Inc. Contact the advisor for individual fee structure details.
Fee-based (I receive commission from investment or insurance products, and I also charge a fee)
Percentage of Assets, Hourly Fee, Fixed Fees, Commission-based
Years of Experience
Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.
Employment history
Name | Years | Dates |
|---|---|---|
| Raymond James Financial Services, Inc. | 4 years, 9 months | Feb 2021 - Present |
| Raymond James Financial Services Advisors Inc | 4 years, 9 months | Feb 2021 - Present |
| Boston Harbor Wealth Advisors | 1 year, 8 months | Feb 2021 - Oct 2022 |
| Morgan Stanley Private Bank, N.a. | 6 years, 1 month | Jan 2015 - Feb 2021 |
| Morgan Stanley Private Bank, N.a | 6 years, 1 month | Jan 2015 - Feb 2021 |
| Morgan Stanley | 11 years, 8 months | Jun 2009 - Feb 2021 |
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Client Types
Client information is for Raymond James Financial Services Advisors Inc and are based on percentage of assets under management. Client types are by firm, and represent a percentage of assets under management. For additional information on William Sherlach's client base, please contact the advisor.
Office Location & Contact
Address
2150 Post Road, Suite 402, Fairfield, CT 06824
Website
WebsiteMore about the advisor
Disclosure Events
This advisor has no disclosure filings
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