Chief Compliance Officer · The Sher Wealth Management Group
Sharlene R. Wolf
CRD 4695293 · Named on Form ADV at one SEC-registered adviser
At a glance
The Sher Wealth Management Group, an SEC-registered wealth manager based in Needham, MA with $146 million in regulatory assets, lists Sharlene R. Wolf on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- The Sher Wealth Management GroupChief Compliance OfficerWealth manager · Needham, MA · $146M in regulatory assets
AtlasMembers
Sharlene’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings
- Philip J. SherManaging Director, The Sher Wealth Management Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sharlene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.