Sherrel W. Addison
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.
Sherrel Wynder Addison, who also goes by Sherrel Patreece Wynder, was a registered financial professional .
Sherrel is a previously registered financial professional and started their career in finance in 1998. Sherrel had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2020 - September 12, 2022
MISSIONSQUARE RETIREMENT
March 24, 2014 - September 12, 2022
MISSIONSQUARE INVESTMENT SERVICES
February 17, 2005 - April 14, 2005
CAPITAL BROKERAGE CORPORATION
February 1, 2001 - September 29, 2003
T. ROWE PRICE INVESTMENT SERVICES, INC.
December 24, 1998 - May 17, 1999
METROPOLITAN LIFE INSURANCE COMPANY
December 24, 1998 - May 17, 1999
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
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.
