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Steven S
Series 65
San Rafael, CA
Steven William Sherman
Steven Sherman is the sole advisor at Steven William Sherman, an independent firm based in San Rafael, CA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has operated his own advisory practice since 2005. The firm provides discretionary portfolio management for individual and IRA accounts, managing a focused book of approximately 25 clients with $5–6 million in assets. Its investment approach combines fundamental and technical analysis, emphasizing ultra-diversified portfolios primarily using exchange-traded funds and closed-end funds, along with active trade-timing decisions uncommon among independent advisers.
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