AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SH

Sharon D. Hubberman

Some features on this profile are disabled
CRD#: 2753246
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon D Hubberman was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1998. Sharon had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 18, 2011 - December 31, 2015

S.D. WIDMAN, INC. PRIVATE WEALTH ADVISORY

RIA
CRD#: 138896
PERTH AMBOY, NJ
Past

July 13, 2009 - December 31, 2009

S.D. WIDMAN, INC. PRIVATE WEALTH ADVISORY

RIA
CRD#: 138896
PERTH AMBOY, NJ
Past

September 23, 2004 - September 10, 2009

OSAIC WEALTH, INC.

RIA
CRD#: 23131
PERTH AMBOY, NJ
Past

August 27, 2004 - September 10, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
PERTH AMBOY, NJ
Past

February 25, 1998 - September 10, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SW
S.D. WIDMAN, INC. PRIVATE WEALTH ADVISORY
S.D. WIDMAN, INC. | S.D. WIDMAN, INC. PRIVATE WEALTH ADVISORY

CRD#: 138896 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Perth Amboy, NJ
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


S.D. WIDMAN, INC. PRIVATE WEALTH ADVISORY

CRD#: 138896

TRUST BUT VERIFY

Monitor Sharon Hubberman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics