Investment adviser representative · Sherman Wealth Management LLC
Andrew W. Prescott III
CRD 4877660 · Winter Garden, FL
At a glance
Andrew W. Prescott III is an investment adviser representative with Sherman Wealth Management LLC in Winter Garden, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2006, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Sherman Wealth Management LLCSince June 2023Winter Garden, FL · $160M in regulatory assets
- Ocean Breeze Wealth LLCSince February 2018Winter Garden, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sherman Wealth Management LLC
- Ashley R. PerlmutterGaithersburg
- Bradley L. ShermanGaithersburg
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