Aaron D. Sherman

ODYSSEY GROUP WEALTH ADVISORS

LANCASTER, PA 17601

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CRD#: 6510348

Professional summary

Aaron Daniel Sherman, CFP®, who also goes by Aaron D Sherman, is a registered financial advisor currently at ODYSSEY GROUP WEALTH ADVISORS located in Lancaster, Pennsylvania.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Aaron has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron D Sherman

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. Fixed insurance sales, as of 03/21/2017; approximately less than 1% time spent during business hours; conducted at branch location; investment related. 2. Owner, Sterling 22AB, LLC, an entity created for the purpose of buying and managing commercial real estate located at Lancaster, PA, as of 06/01/2018; Approximately 1% time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Daniel Sherman's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 2, 2025 - Present

ODYSSEY GROUP WEALTH ADVISORS

Office #1: 22a East Roseville Road, Lancaster, PA 17601

RIA

CRD#: 336636

LANCASTER, PA

Past

January 8, 2016 - December 31, 2016

SHERMAN WERST WEALTH ADVISORS

RIA

CRD#: 121303

LANCASTER, PA

Past

September 21, 2015 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LANCASTER, PA

Past

August 26, 2015 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LANCASTER, PA

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

Pennsylvania
(7/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2015

General Securities Representative Examination

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

ODYSSEY GROUP LLC | ODYSSEY GROUP WEALTH ADVISORS

CRD#: 336636 / SEC#: 801-133758

RIA

Registered Investment Advisory firm - (6/26/2025 120-Day Approval)

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Contact information

Main Address

22a East Roseville Road, Lancaster, PA 17601

Mailing Address

Phone number

(717) 553-4722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OGWA FORM ADV PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 388,452,921

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.

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Aaron D. Sherman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Daniel Sherman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODYSSEY GROUP WEALTH ADVISORS

SHERMAN WERST WEALTH ADVISORS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2015

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ODYSSEY GROUP WEALTH ADVISORS

TRUST BUT VERIFY

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