Chief Executive Officer · Guided Choice Asset Management, Inc.
Sherrie E. Grabot
CRD 1659817 · Named on Form ADV at one SEC-registered adviser
At a glance
Guided Choice Asset Management, Inc., an SEC-registered asset manager based in Reno, NV with $8.5 billion in regulatory assets, lists Sherrie E. Grabot on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Guided Choice Asset Management, Inc.Chief Executive OfficerAsset manager · Reno, NV · $8.5B in regulatory assets
AtlasMembers
Sherrie’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ming WangChief Investment Officer, Emeritus, Guided Choice Asset Management, Inc.
- Lodewikus B. Van ZijlPresident, Chief Operating Officer, Guided Choice Asset Management, Inc.
- Deirdre L. MyersChief Compliance Officer, Guided Choice Asset Management, Inc.
- Ganlin XuChief Investment Officer, Guided Choice Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sherrie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.