Investment adviser representative · Authentikos Wealth Advisory LLC
Sherry E. Neeley
CRD 7664179 · New Braunfels, TX
At a glance
Sherry E. Neeley is an investment adviser representative with Authentikos Wealth Advisory LLC in New Braunfels, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sherry’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Authentikos Wealth Advisory LLCSince February 2025New Braunfels, TX · $184M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sherry’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
- 1 firmLocked
- 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
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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.