Natalie Sherman has been an investment adviser representative at And Wealth Partners since October 2020, and is not listed among the firm’s executive officers or direct owners. Natalie Sherman holds a B.A. from the University of Virginia and a J.D. from Harvard Law School.
And Wealth Partners, LLC is a Baltimore, MD firm with $508M under management, 103 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Natalie Sherman is Head of Wealth Planning at &Wealth, based in Baltimore, MD. She joined the firm after 25 years as an estates and trusts lawyer, including as a partner at Gallagher Evelius & Jones, LLP. She has counseled entrepreneurs, professionals, business owners and multiple generations of wealthy families, and supports clients with tax-efficient plans.
Investment adviser representative registrations
Natalie Sherman is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is New York, in February 2021.
- MarylandSince 14 October 2020
- New YorkSince 4 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Natalie Beth Sherman
- CRD
- 7254166
- Firm
- And Wealth Partners · CRD 149136
- Office
- 1629 THAMES STREET, SUITE 300, Baltimore, MD 21231
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andwealth.com
Where does Natalie Sherman work?
Natalie Sherman is an investment adviser representative registered through And Wealth Partners, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Natalie Sherman a financial advisor?
Yes. Natalie Sherman has a current investment-adviser registration in Maryland and New York, through And Wealth Partners since October 2020.
How many years of experience does Natalie Sherman have?
Natalie Sherman has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Natalie Sherman passed?
Natalie Sherman passed the Series 65 in October 2020.
Where is Natalie Sherman based?
Natalie Sherman’s registered office is in Baltimore, MD.
Is Natalie Sherman registered with FINRA?
No. Natalie Sherman has no current broker registration.
How can I verify Natalie Sherman’s record?
Search CRD 7254166 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Natalie Sherman’s full registration record.