Sherry A. Whidden

WILMINGTON TRUST INVESTMENT ADVISORS

BALTIMORE, MD 21202

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CRD#: 2835415

Professional summary

Sherry Ann Whidden, who also goes by Sherry Ann Burke, is a registered financial advisor currently at WILMINGTON TRUST INVESTMENT ADVISORS, INC. located in Baltimore, Maryland.

Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Sherry has worked at 5 firms and has passed the Series 65, Series 7TO, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sherry Ann Burke

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.

STARTING: 08/2006 ; MANUFACTURERS & TRADERS TRUST COMPANY ("M&T BANK"), ONE M&T PLAZA, BUFFALO, NY 14203; EMPLOYEE OF M&T BANK. THE MAJORITY OF HOURS ARE DEDICATED TO BANKING RELATED FUNCTIONS.11/30/2016; WILMINGTON TRUST, N.A., ONE M&T PLAZA, BUFFALO, NY 14203; EMPLOYEE OF WILMINGTON TRUST, N.A. THE MAJORITY OF HOURS ARE DEDICATED TO BANKING RELATED FUNCTIONS).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Ann Whidden'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

January 25, 2007 - Present

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Office #1: 100 E. Pratt Street 21st Floor, Baltimore, MD 21202

RIA

CRD#: 106909

BALTIMORE, MD

Past

July 27, 2007 - June 9, 2021

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

January 13, 2001 - October 5, 2006

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

BALTIMORE, MD

Past

October 3, 2000 - October 5, 2006

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

BALTIMORE, MD

Past

March 2, 2000 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

January 1, 1998 - February 23, 2000

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 Approved)

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

Maryland
(1/25/2007)

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: 6/2/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 12/29/1997

Municipal Securities Representative Examination

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 Approved)

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Contact information

Main Address

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001

Mailing Address

Phone number

(212) 965-5938

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WTIA FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	3,540
AUM (Assets Under Management)	$ 17,432,390,316

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/28/2024	Cover Page	Report
09/08/2023	Cover Page	Report
10/21/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Sherry A. Whidden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Ann Whidden's CRS (Customer Relationship Summary).

Certified licenses

Experience

M&T SECURITIES, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/1997

Series 7TO

Date: 3/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2000

Series 52

Date: 12/29/1997

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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