AS
Anthony E. Sherlag
EMBASSY ASSET MANAGEMENT LP
Huntington, NY
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CRD#: 7300388
AS
Professional summary
Anthony E. Sherlag, who also goes by Anthony Edward Sherlag, is a registered financial advisor currently at EMBASSY ASSET MANAGEMENT LP located in Huntington, New York and IMST DISTRIBUTORS, LLC located in Portland, Maine.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Anthony has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Edward Sherlag
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).Embassy Asset Management LLC; Investment Related; Huntington, NY; Fund Distribution; Director; Start: 8/11/2025; 180 Hours Per Month and 0 During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Anthony E. Sherlag'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
September 8, 2025 - Present
EMBASSY ASSET MANAGEMENT LP
RIA
CRD#: 314768
Huntington, NY
Current
August 13, 2025 - Present
IMST DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101BD
CRD#: 130745
Portland, ME
Past
October 8, 2024 - July 16, 2025
METRIC FINANCIAL, LLC
BD
CRD#: 33324
ATLANTA, GA
Past
May 11, 2023 - October 3, 2024
PEACHTREE PC INVESTORS, LLC
BD
CRD#: 301004
Alexandria, VA
Past
March 18, 2021 - March 30, 2023
HOWARD CAPITAL MANAGEMENT, INC.
RIA
CRD#: 118070
ROSWELL, GA
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".
EA
EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LLC | EMBASSY ASSET MANAGEMENT LP
CRD#: 314768 / SEC#: 801-122393
RIA
Registered Investment Advisory firm - (9/27/2021 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.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
Alabama(8/13/2025)
RR
Alaska(8/13/2025)
RR
Arizona(8/13/2025)
RR
Arkansas(8/13/2025)
RR
California(8/13/2025)
RR
Colorado(8/13/2025)
RR
Connecticut(8/13/2025)
RR
Delaware(8/13/2025)
RR
District of Columbia(8/13/2025)
RR
Florida(8/13/2025)
RR
Georgia(8/13/2025)
RR
Hawaii(8/13/2025)
RR
Idaho(8/13/2025)
RR
Illinois(8/13/2025)
RR
Indiana(8/13/2025)
RR
Iowa(8/13/2025)
RR
Kansas(8/13/2025)
RR
Kentucky(8/13/2025)
RR
Louisiana(8/13/2025)
RR
Maine(8/13/2025)
RR
Maryland(8/13/2025)
RR
Massachusetts(8/13/2025)
RR
Michigan(8/13/2025)
RR
Minnesota(8/13/2025)
RR
Mississippi(8/13/2025)
RR
Missouri(8/13/2025)
RR
Montana(8/13/2025)
RR
Nebraska(8/13/2025)
RR
Nevada(8/13/2025)
RR
New Hampshire(8/13/2025)
RR
New Jersey(8/13/2025)
IAR
New Jersey(9/8/2025)
RR
New Mexico(8/13/2025)
RR
New York(8/13/2025)
RR
North Carolina(8/13/2025)
RR
North Dakota(8/13/2025)
RR
Ohio(8/13/2025)
RR
Oklahoma(8/13/2025)
RR
Oregon(8/13/2025)
RR
Pennsylvania(8/13/2025)
RR
Rhode Island(8/13/2025)
RR
South Carolina(8/13/2025)
RR
South Dakota(8/13/2025)
RR
Tennessee(8/13/2025)
RR
Texas(8/13/2025)
RR
Utah(8/13/2025)
RR
Vermont(8/13/2025)
RR
Virginia(8/13/2025)
RR
Washington(8/13/2025)
RR
West Virginia(8/13/2025)
RR
Wisconsin(8/13/2025)
RR
Wyoming(8/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/11/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LLC | EMBASSY ASSET MANAGEMENT LP
CRD#: 314768 / SEC#: 801-122393
RIA
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Contact information
Main Address
1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078
Mailing Address
Phone number
(862) 278-2113
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 426,650,313 |
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.
