Sherman P. Macdaniel
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.
Sherman Paine Macdaniel was a registered financial professional .
Sherman is a previously registered financial professional and started their career in finance in 1967. Sherman had worked at 9 firms and has passed the Series 63, Series 3, PC, Series 1, Series 000, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 5, 2014 - November 1, 2022
ROBINSON VALUE MANAGEMENT, LTD.
January 4, 2013 - July 17, 2014
CROSSMARK GLOBAL INVESTMENTS, INC.
March 14, 1994 - December 31, 2012
ROGER H. JENSWOLD & CO., INC.
March 9, 1989 - February 17, 1994
MIDLAND SECURITIES, LTD
January 15, 1975 - September 29, 1978
WHITE, WELD & CO. INCORPORATED
July 11, 1974 - January 15, 1975
WHITE, WELD & CO., INCORPORATED
June 7, 1971 - July 3, 1974
GESSUP AND LAMONT
June 12, 1967 - June 29, 1971
DOMIK CORP.
May 16, 1967 - March 28, 1989
PERSHING LLC
Primary Firm SEC Registration
ROBINSON VALUE MANAGEMENT, LTD.
CRD#: 110156 / SEC#: 801-80568
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
PC
Date: 9/7/1977
AMEX Put and Call ExamSeries 1
Date: 6/5/1967
Registered Representative ExaminationSeries 000
Date: 5/16/1967
General Securities Principal ExaminationSeries 8
Date: 7/9/1986
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
ROBINSON VALUE MANAGEMENT, LTD.
CRD#: 110156 / SEC#: 801-80568
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 119 |
| AUM (Assets Under Management) | $ 170,326,550 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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