SW
Sharlene R. Wolf
THE SHER WEALTH MANAGEMENT GROUP
Needham, MA 02494
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CRD#: 4695293
SW
Professional summary
Sharlene Rabson Wolf MS., CFP®, who also goes by Sharlene Rabson, Sharlene Rabson Wolf, is a registered financial advisor currently at THE SHER WEALTH MANAGEMENT GROUP located in Needham, Massachusetts and LPL FINANCIAL LLC located in Needham, Massachusetts.
Sharlene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Sharlene has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharlene Rabson | Sharlene Rabson Wolf
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. 8/2/2016 - The Sher Wealth Management Group - INV REL - At Reported Business Location(s) - Registered Investment Advisor Hybrid - DBA: (Hybrid) The Sher Wealth Management Group - 90 Hr/Mo All During Securities Trading - I assist Philip Sher in preparing financial plans and act as CCO. This RIA (The Sher Wealth Management Group) is also a DBA of our LPL business. 2. 4/28/2017 - Sharlene R. Wolf - Not Investment Related - 900 Greendale Road, Needham, MA 02492 - Tax Prep/Accounting/CPA - Tax Preparer - Started 01/01/2017 - 3 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Sharlene Rabson Wolf MS.'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®
CFP®
Start date: 1999
Experience
Current
July 18, 2016 - Present
THE SHER WEALTH MANAGEMENT GROUP
Office #1: 75 Second Ave. Suite 605, Needham, MA 02494RIA
CRD#: 172369
Needham, MA
Current
August 19, 2003 - Present
LPL FINANCIAL LLC
Office #1: 75 2nd Avenue, Suite 605, Needham, MA 02494RIA
BD
CRD#: 6413
Needham, MA
Past
January 7, 2015 - December 31, 2015
THE SHER WEALTH MANAGEMENT GROUP
RIA
CRD#: 172369
NEWTON, MA
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".
TS
THE SHER WEALTH MANAGEMENT GROUP
THE SHER WEALTH MANAGEMENT GROUP | THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD#: 172369 / SEC#: 801-131993
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Louisiana
Registered Investment Advisory firm - (2/19/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (2/19/2025 Terminated)Texas
Registered Investment Advisory firm - (2/19/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(10/28/2003)
IAR
Massachusetts(7/18/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THE SHER WEALTH MANAGEMENT GROUP
THE SHER WEALTH MANAGEMENT GROUP | THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD#: 172369 / SEC#: 801-131993
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Louisiana
Registered Investment Advisory firm - (2/19/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (2/19/2025 Terminated)Texas
Registered Investment Advisory firm - (2/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
75 Second Ave. Suite 605, Needham, MA 02494
Mailing Address
Phone number
(617) 928-3656
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 129,647,339 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE SHER WEALTH MANAGEMENT GROUP
CRD#: 172369Needham, MA 02494TRUST BUT VERIFY
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