Daniel O. Sherman
Professional summary
Daniel Ordway Sherman, who also goes by Daniel O Sherman, Daniel Sherman, is a registered financial advisor currently at RONALD GELOK & ASSOCIATES, LLC located in Parsippany, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ordway Sherman's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2025 - Present
RONALD GELOK & ASSOCIATES, LLC
Office #1: 1055 Parsippany Boulevard, Suite305 B, Parsippany, NJ 07054May 9, 2024 - November 26, 2025
MML INVESTORS SERVICES, LLC
April 25, 2024 - November 26, 2025
MML INVESTORS SERVICES, LLC
September 28, 2011 - April 7, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 28, 2011 - April 7, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 19, 2011 - August 26, 2011
MORGAN STANLEY
November 8, 2010 - August 26, 2011
MORGAN STANLEY
December 23, 2008 - October 19, 2010
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2025)
Exams
Series 7TO
Date: 4/25/2024
General Securities Representative ExaminationCurrent Firm
RONALD GELOK & ASSOCIATES, LLC
CRD#: 290950 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 291 |
| AUM (Assets Under Management) | $ 66,194,104 |
Red Flags
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