STEVEN SHERMAN

Financial Advisor

Senior Vice President - Investments

Address: 450 POST ROAD EAST , WESTPORT , CT 06880
Phone: 203-221-5103 | 800-327-8557 Fax: 203-221-1625

My Commitment to You

My Experience

2022 - Present : Wells Fargo Advisors
2009 - 2021 : Morgan Stanley
1987 - 2009 : Citigroup
1984 - 1987 : Thomson McKinnon

My Education & Credentials

Ithaca College, B.S. Finance
Senior PIM Portfolio Manager

Securities Registered in the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NJ, NV, NY, PA, RI, SC, TN, TX, VT
STEVEN SHERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : WESTPORT Branch

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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