Brian Sherman
Advisor at LPL Enterprise — Bedminster, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
31 years
Location
Bedminster, NJ 07921
LPL Enterprise
Institution
Brian Sherman is a CFP® professional affiliated with LPL Enterprise, LLC, with 31 years of industry experience. His background includes roles at MissionSquare Investment Services, Lorenzo CPA LLC, Avantax, and Merrill, among others. He also owns an accounting and tax preparation business. LPL Enterprise serves a diverse client base—including individuals, high-net-worth investors, retirement plans, and charitable entities—by providing investment advisory and brokerage services through a network of investment adviser representatives, primarily using model-driven investment strategies.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Bedminster, NJ
135 Us Highway 202/206, Suite 3
Bedminster NJ 07921
Advisors at this office
65
New Jersey
31 years of industry experience
LPL Enterprise, LLC
2026 - Present • 1 year
Basking Ridge, NJ
MissionSquare Investment Services
2025 - 2026 • 1 year
Washington, DC
MissionSquare Retirement
2025 - 2026 • 1 year
Washington, DC
Lorenzo CPA LLC
2022 - 2025 • 3 years
Aventura, Fl 33180, FL
Clover
2019 - 2022 • 3 years
Jersey City, NJ
Brian Sherman
2018 - Present • 8 years
Bloomfield, NJ
Ritter
2018 - 2021 • 3 years
Bloomfield, NJ
Avantax Investment Services, Inc.
2018 - 2025 • 7 years
Bloomfield, NJ
Avantax Insurance Services, LLC
2018 - 2025 • 7 years
Bloomfield, NJ
Avantax Advisory Services
2018 - 2025 • 7 years
Bloomfield, NJ
Tapfin
2018 - 2022 • 4 years
Bloomfiled, NJ
Brian Sherman
2018 - 2021 • 3 years
Bloomfield, NJ
CitiGroup
2017 - 2018 • 1 year
Long Island City, NY
Jamie Rocks
2016 - 2016 • 1 year
Jersey City, NJ
HD Vest Insurance Agency Inc.
2016 - 2017 • 1 year
Irving, TX
HD Vest Investment Services
2016 - 2017 • 1 year
Bloomfield, NJ
Hd Vest Advisory Services
2016 - 2017 • 1 year
Bloomfield, NJ
Merrill
2014 - 2016 • 2 years
NJ
Equitable Advisors
2008 - 2014 • 6 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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