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Shermicker Sheree Galloway

Advisor at Cetera — Fate, TX

Updated today

Credentials

Series 63, Series 66

Experience

20 years

Location

Fate, TX

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,115 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Before joining Cetera in 2023, he worked at JP Morgan Securities, LLC for five years and held roles at Capital One Investing, Elite Financial Management, and LPL Financial. Outside of his advisory work, he operates a photography business specializing in portrait, landscape, and event photography. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Fate, TX

Fate TX

Advisors at this office

1

Most active in

Texas

Work history

20 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Investment Services Llc

2023 - Present • 3 years

St Cloud, MN

Cetera Advisors LLC

2023 - 2025 • 2 years

Greenwood Village, CO

Cetera financial specialists LLC

2023 - 2025 • 2 years

Schaumburg, IL

Cetera Advisor Networks Llc

2023 - 2025 • 2 years

El Segundo, CA

JP morgan securities, LLC

2018 - 2023 • 5 years

Plano, TX

Meka Galloway Photography

2017 - Present • 9 years

Fate, TX

Capital One investing, LLC

2017 - 2018 • 1 year

Plano, TX

Capital one advisors, llc

2017 - 2018 • 1 year

Plano, TX

Elite Financial Management

2015 - 2017 • 2 years

Dallas, TX

LPL FINANCIAL

2015 - 2017 • 2 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance
user avatar

Temitayo I

Series 65

Garland, TX

Hyvorian Financial

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Charitable giving & philanthropy Cash flow / budgeting Religious/faith focused
user avatar

Muhammad U

Series 65

Plano, TX

Crescent Investment Solutions LLC

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Passive / index investing Active portfolio management
user avatar

John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
user avatar

William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
user avatar

Daniel H

Series 65, Series 66

Parker, TX

DH Asset Management, LLC

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Active portfolio management
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