Aaron Sherman has held the title Member at Odyssey Group since May 2025, is a control person of the firm and directly owns 75% or more of it. Aaron Sherman holds a Bachelor's degree from Tufts University, a Master's degree from Johns Hopkins University School of Advanced International Studies, a Certificate in Advising for Impact from the University of Pennsylvania Center for High Impact Philanthropy and a Certificate in Financial Planning from New York University School of Professional Studies.
Odyssey Group LLC is a Lancaster, PA firm with $421M under management, 245 clients and 3 advisers in one office, as of its March 2026 filing.
Aaron D. Sherman is President and Founding Partner of Odyssey Group Wealth Advisors, based in Lancaster, PA. He works with individuals and families to organize their financial lives, plan for the future, and address what they ultimately want their wealth to accomplish. Before becoming a financial advisor, he worked at the Federal Reserve Bank of New York, coordinating reforms in derivatives markets, and earlier he traded global currencies, government bonds and equities at a global macro hedge fund.
Aaron Sherman’s longest registration was 9 years at Commonwealth Financial Network (2015–2025). Before joining Odyssey Group in 2025, Aaron Sherman was registered through Sherman Werst Wealth Advisors and Commonwealth Financial Network.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 336636
- Sherman Werst Wealth Advisors– · under a yearLancaster, PA · Adviser representative · Firm CRD 121303
- Commonwealth Financial Network– · 9 yearsLancaster, PA · Adviser representative · Firm CRD 8032
Professional designations
Listed by Odyssey Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Aaron Sherman is registered as an investment adviser representative in Pennsylvania, since July 2025.
- PennsylvaniaSince 2 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 September 2015 |
| Series 7 | General Securities Representative Examination | 26 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Daniel Sherman
- CRD
- 6510348
- Firm
- Odyssey Group · CRD 336636
- Role
- Member
- Office
- 22A EAST ROSEVILLE ROAD, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ogwa.com
Where does Aaron Sherman work?
Aaron Sherman has held the title Member at Odyssey Group LLC since May 2025, and is a control person of the firm.
Is Aaron Sherman a financial advisor?
Yes. Aaron Sherman has a current investment-adviser registration in Pennsylvania, through Odyssey Group since July 2025.
How many years of experience does Aaron Sherman have?
Aaron Sherman has 11 years in the financial industry, since August 2015, across 3 adviser firms.
What exams has Aaron Sherman passed?
Aaron Sherman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2015. FINRA credited Aaron Sherman with the SIE, which began in October 2018.
Where did Aaron Sherman work before Odyssey Group?
Before Odyssey Group, Aaron Sherman was registered through Sherman Werst Wealth Advisors, January 2016 to December 2016; Commonwealth Financial Network, September 2015 to July 2025.
Where is Aaron Sherman based?
Aaron Sherman’s registered office is in Lancaster, PA.
Is Aaron Sherman registered with FINRA?
No. Aaron Sherman has no current broker registration.
Is Aaron Sherman a CFP?
Odyssey Group lists Aaron Sherman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Aaron Sherman’s record?
Search CRD 6510348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Sherman’s full registration record.
