Company Information

Get to know Sherfey Investment Firm LLC

Sherfey Investment Firm LLC is an independent financial advisory firm based in Fairfax, Virginia. As a Registered Investment Advisor (RIA), the company operates on a fee-only basis, emphasizing its fiduciary duty to act in clients' best interests. The firm was founded to provide objective, conflict-free financial guidance. Its core services include comprehensive wealth management for individuals and families, holistic financial planning, and specialized advisory services for business retirement plans like 401(k)s.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Sherfey Investment Firm LLC

United States

Founded in

08 7月 2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.