DS
Don R. Sherwood
ALCYON WEALTH PARTNERS | Financial Advisor
YOUNGSTOWN, OH 44515-1847
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CRD#: 4516281
DS
Professional summary
Don Richard Sherwood is a registered financial advisor currently at ALCYON WEALTH PARTNERS located in Youngstown, Ohio.
Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Don has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) Licensed insurance professional; Same address; Not Investment-related; Less than 10% of business time. (2) Name of Business: Alcyon Capital Address: 5121 Mahoning Ave Ste 101, Youngstown, OH, 44515, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/22/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibility. This is purely an investment account with my partner, Marc Presley. The entity is a Partnership. (3) Name of Business: Alcyon Hospitality Group LLC Address: 6448 New Road, Austintown, OH, 44515, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At the time this OBA was submitted, Alcyon Hospitality, LLC owned only a vacant building at 6448, New Rd. Austintown, OH. Renovations have now been completed and the restaurant is now open. The restaurant will operate under the name Sam's Wedge Inn. (4) Name of Business: Alcyon Realty, LLC Address: 6448 New Rd, Austintown, OH, 44515, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 04/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My business partner, Marc Presley and I formed Alcyon Realty, LLC to make future investments in real estate. (5) Name of Business: Alcyon Ventures LLC Address: 5121 Mahoning Ave. Suite 101, Youngstown, OH, 44515, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 12/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
CRS (Client Relationship Summary) - RIA
Click below to view Don Richard Sherwood's 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®
NoneExperience
Current
May 20, 2025 - Present
ALCYON WEALTH PARTNERS
Office #1: 5121 Mahoning Avenue Suite 101, Youngstown, OH 44515-1847RIA
CRD#: 334909
YOUNGSTOWN, OH
Past
January 2, 2009 - May 20, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
YOUNGSTOWN, OH
Past
July 14, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
YOUNGSTOWN, OH
Past
July 11, 2008 - May 20, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
YOUNGSTOWN, OH
Past
April 19, 2007 - July 18, 2008
BUTLER, WICK & CO., INC.
RIA
CRD#: 120
BOARDMAN, OH
Past
May 31, 2002 - July 18, 2008
BUTLER, WICK & CO., INC.
BD
CRD#: 120
BOARDMAN, OH
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".
AW
ALCYON WEALTH PARTNERS
ALCYON WEALTH ADVISORS, LLC | ALCYON WEALTH PARTNERS
CRD#: 334909 / SEC#: 801-132263
RIA
Registered Investment Advisory firm - (3/27/2025 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
Ohio(5/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
ALCYON WEALTH PARTNERS
ALCYON WEALTH ADVISORS, LLC | ALCYON WEALTH PARTNERS
CRD#: 334909 / SEC#: 801-132263
RIA
Registered Investment Advisory firm - (3/27/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5121 Mahoning Avenue Suite 101, Youngstown, OH 44515-1847
Mailing Address
Phone number
(330) 797-4088
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 904 |
| AUM (Assets Under Management) | $ 315,565,202 |
Red Flags
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Company Information
ALCYON WEALTH PARTNERS
Financial AdvisorCRD#: 334909Youngstown, OH 44515-1847TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
