Sherry Anselmo is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2026-04-09 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2018-09-12 | 2026-01-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-02-12 | 2018-07-06 | — |
| TD AMERITRADE, INC. | 2014-02-12 | 2018-07-06 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2004-03-24 | 2005-05-12 | — |