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SG

Sherri H. Glover

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CRD#: 823636
SG

Professional summary


Being a previously registered professional could mean that this person 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.

Sherri Hodges Glover, who also goes by Sherri Hodges Crockett, Sheri Ann Hodges, Sherri Ann Hodges, Sherri Ann Hodgesledbetter, Sherri Ledbetterhodges, Sherri Hodges White, was a registered financial professional .

Sherri is a previously registered financial professional and started their career in finance in 1976. Sherri had worked at 7 firms and has passed the Series 65, Series 63, Series 5, PC, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sherri Hodges Crockett | Sheri Ann Hodges | Sherri Ann Hodges | Sherri Ann Hodgesledbetter | Sherri Ledbetterhodges | Sherri Hodges White

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 18, 2000 - August 1, 2013

FAYEZ SAROFIM & CO.

RIA
CRD#: 106584
HOUSTON, TX
Past

October 10, 1990 - December 31, 1999

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

October 19, 1988 - August 29, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 2, 1986 - October 4, 1988

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

September 6, 1984 - June 5, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 15, 1979 - July 31, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

August 25, 1977 - July 7, 1979

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

June 24, 1976 - September 13, 1977

A. G. BECKER INCORPORATED

BD
CRD#: 6794

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".
FS
FAYEZ SAROFIM & CO.
FAYEZ SAROFIM & CO. | SAROFIM FAYEZ & CO | FAYEZ SAROFIM & CO., LLC

CRD#: 106584 / SEC#: 801-1725

RIA
Registered Investment Advisory firm - (7/16/1958 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/17/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 10/5/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 6/19/1976
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FAYEZ SAROFIM & CO.
FAYEZ SAROFIM & CO. | SAROFIM FAYEZ & CO | FAYEZ SAROFIM & CO., LLC

CRD#: 106584 / SEC#: 801-1725

RIA
Registered Investment Advisory firm - (7/16/1958 Approved)
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Contact information


Main Address
Two Houston Center 2907, Houston, TX 77010
Mailing Address
Phone number
(713) 654-4484
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management


Total Number of Accounts2,926
AUM (Assets Under Management)$ 34,508,545,660

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.

Company Information


FAYEZ SAROFIM & CO.

CRD#: 106584

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