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JM

James M. Mclain

SHERMAN & COMPANY LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 2389716
JM

Professional summary


James Murphy Mclain III, who also goes by James Murphy Mclain, is a registered financial professional currently at SHERMAN & COMPANY LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1993. James has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Murphy Mclain

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Murphy Mclain III'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®
None

Experience


Current

October 7, 2025 - Present

SHERMAN & COMPANY LLC

Office #1: 437 Madison Avenue 23rd Floor, New York, NY, 10022
BD
CRD#: 155575
New York, NY
Past

April 13, 2017 - December 16, 2024

FTI CAPITAL ADVISORS, LLC

BD
CRD#: 123434
NEW YORK, NY
Past

April 10, 2015 - December 31, 2016

BRIDGE CAPITAL ASSOCIATES, INC.

BD
CRD#: 143475
New York, NY
Past

April 19, 2004 - April 10, 2008

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

August 19, 2002 - April 15, 2004

THE BANK STREET GROUP L.L.C.

BD
CRD#: 116269
STAMFORD, CT
Past

March 25, 2002 - June 24, 2002

THE BANK STREET GROUP L.L.C.

BD
CRD#: 116269
STAMFORD, CT
Past

September 8, 1998 - March 19, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 12, 1993 - May 4, 1994

JONATHAN FOSTER & CO., L.P.

BD
CRD#: 20587
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(10/7/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


S&
SHERMAN & COMPANY LLC
SHERMAN & COMPANY LLC

CRD#: 155575 / SEC#: , 8-68725

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
6302 Fairview Road Suite 309, Charlotte, NC 28210
Mailing Address
6302 Fairview Road Suite 309, Charlotte, NC 28210
Phone number
(646) 321-3750
Established
North Carolina since 09/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHERMAN & COMPANY HOLDINGS, LLCOWNER
CARICO, PAMELA BEDWELLFINOP, PFO, POO5864266
SHERMAN, FREDERICK LAUGHTONCEO / CCO / PRESIDENT2357207

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.

Company Information


SHERMAN & COMPANY LLC

CRD#: 155575New York, NY 10022

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