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Sharmon Tourjee

CRD# 8145866·Registered 2025 - 2026
Previously Registered: Being a previously registered professional could mean that Sharmon is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sharmon Tourjee was a registered financial advisor. Sharmon was a previously registered financial professional and started their career in finance 2025 - 2026. Sharmon had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

FAMILY FIRST FINANCIAL PLANNING·CRD# 131254
RIA
Stuart, FL
August 14, 2025 - June 13, 2026

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Current Firm

FF
FAMILY FIRST FINANCIAL PLANNING

FAMILY FIRST FINANCIAL PLANNERS LLC | LESLIE TROWBRIDGE CORCORAN D/B/A FAMILY FIRST FINANCIAL PLANNING | LESLIE ELLEN TROWBRIDGE D/B/A FAMILY FIRST FINANCIAL PLANNING | FAMILY FIRST FINANCIAL PLANNING

CRD#: 131254
Florida
Registered Investment Advisory firm - Florida (3/2/1999 Approved)
Georgia
Registered Investment Advisory firm - Georgia (7/27/2009 Approved)

Contact Information

Main Address

850 Nw Federal Highway Suite 150, Stuart, FL 34994

Phone Number

(772) 781-7648

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Pathforward Financial LLC (non-investment related) 4640 Windward Cove Lane Wellington, FL 33449 Bookkeeping and Limited Tax Services Sole Member President 40 hours per month, all during securities trading hours Providing bookkeeping and limited tax services Sudden Money Institute LLC (non-investment related) 10 Huntley Circle Palm Beach Gardens, FL 33418 Education for financial planners. Director of Accounting and Finance March 2016-Present 40 hours a month, all during securities trading hours Maintaining accurate financial records for the business.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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