Wilbur L. Shertzer

STEWARDSHIP ADVISORS

Mount Joy, PA 17552

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CRD#: 1545552

Professional summary

Wilbur Lee Shertzer, CFP®, who also goes by Lee Shertzer, W Lee Shertzer, is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.

Wilbur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Wilbur has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Shertzer | W Lee Shertzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

2)BLACK ROCK RETREAT AS TREASURER, CAMP AND RETREAT CENTER. NOT INVESTMENT RELATED. DEVOTES 8 HRS. 1 HR DURING TRADING. BEGAN 09/01/2006. 1345 KIRKWOOD PIKE, QUARRYVILLE PA 17566. BOARD MEETINGS 8 TIMES A YEAR. THIS IS A SUPERVISORY ROLE. I DO NOT HANDLE ANY MONEY. 3)KLKD PROPERTIES. OWNER. OFFICE RENTAL NOT INVESTMENT RELATED. DEVOTES 8 HRS. 1 DURING TRADING. BEGAN 11/01/2008. 960 E MAIN ST, MOUNT JOY PA 17552. RENTAL AND MAINTANACE. 4)W LEE SHERTZER 1013 W. MAIN ST., SUITE #2 MOUNT JOY, PA 17552. BEGAN 01/01/2012 AS TAX PREPARER. INVESTMENT RELATED. DEVOTES 40 HRS/YR. 2 HRS DURING TRADING. 5)FREEDOM OFFICES LLC,76 ROSEWOOD DR.LEOLA, PA 17540. BEGAN 04/01/14 AS PARTNER. NOT INVESTMENT RELATED. DEVOTES 5 HOURS/MONTH. NONE DURING TRADING. 6)STEWARDSHIP ADVISORS LLC, MOUNT JOY, PA. BEGAN ON 1/1/86 AS A MANAGING PARTNER. HEALTH AND LIFE INSURANCE. 3 HRS/MONTH AND 0.5 HOURS DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilbur Lee Shertzer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

November 6, 2015 - Present

STEWARDSHIP ADVISORS, LLC

Office #1: 321 W. Main Street, Mount Joy, PA 17552

RIA

CRD#: 277099

Mount Joy, PA

Past

December 16, 2011 - August 9, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

MOUNT JOY, PA

Past

December 16, 2011 - October 20, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MOUNT JOY, PA

Past

September 19, 2006 - December 14, 2011

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

MOUNT JOY, PA

Past

June 5, 1995 - December 14, 2011

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

MOUNT JOY, PA

Past

September 26, 1986 - May 31, 1995

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/6/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

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Contact information

Main Address

321 W. Main Street, Mount Joy, PA 17552

Mailing Address

Phone number

(717) 492-4787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEWARDSHIP ADVISORS FORM ADV PART 2A-APPX 1 WRAP FEE BROCHURE (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 - RETIREMENT PLANS (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 461,547,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Wilbur L. Shertzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilbur Lee Shertzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

STEWARDSHIP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1999

Series 63

Date: 9/24/1986

SIE

Date: 10/20/2016

Series 7

Date: 11/10/1998

Series 6

Date: 9/24/1986

Current Firm

STEWARDSHIP ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORS, LLC

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