Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
26yrs
John Sherman has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Charleston, South Carolina. After less than a year at Truist Advisory Services and three years at BB&t Securities, John joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% by experience at Merrill
Office200 Meeting St, Charleston, SC 29401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMerrillCurrent firm
- Feb 2021 – Apr 2021Truist Advisory Services, Inc.Previously
- 2018 – 2021BB&t Securities, LLCPreviously
- Jun 2016 – Jan 2018BB&t Investment Services, Inc.Previously
- 2009 – 2016MerrillPreviously
- 2004 – 2009Banc of America Investment Services, Inc.Previously
Contact John
(800) 637-7455Firm headquarters in New York, NY. Ask for John. 200 Meeting StCharleston, SC 29401Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Merrill at (800) 637-7455 and ask for John Sherman. John works from the Charleston, SC office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 26 years. Top 25% by experience at Merrill.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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