ST
Sharmon Tourjee
FAMILY FIRST FINANCIAL PLANNING
STUART, FL 34994
CRD#: 8145866
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ST
Sharmon TourjeeFAMILY FIRST FINANCIAL PLANNING
Professional summary
Sharmon Tourjee is a registered financial advisor currently at FAMILY FIRST FINANCIAL PLANNING located in Stuart, Florida.
Sharmon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sharmon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sharmon Tourjee'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
August 14, 2025 - Present
FAMILY FIRST FINANCIAL PLANNING
Office #1: 850 Nw Federal Highway Suite 150, Stuart, FL 34994RIA
CRD#: 131254
STUART, FL
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
Florida(8/14/2025)
IAR
Georgia(10/1/2025)
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 / SEC#:
Florida
Registered Investment Advisory firm - (3/2/1999 Approved)Georgia
Registered Investment Advisory firm - (7/27/2009 Approved)Loading...
Contact information
Main Address
850 Nw Federal Highway Suite 150, Stuart, FL 34994
Mailing Address
Phone number
(772) 781-7648
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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