Sheri Messer has been an investment adviser representative at VCI Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Vci Wealth Management LLC is a Saint Louis, MO firm with $435M under management, 1,686 clients and 23 advisers in one office, as of its May 2026 filing.
Sheri Messer’s longest registration was 3 years at Ae Wealth Management, LLC (2020–2024). Before joining VCI Wealth Management in 2023, Sheri Messer was registered through Ae Wealth Management, LLC.
- Fefa FinancialCurrent– present · 3 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 324833
- Ae Wealth Management, LLC– · 3 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Sheri Messer is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2023; the most recent is Iowa, in May 2024.
- FloridaSince 12 June 2023
- IowaSince 10 May 2024
- TexasResidentSince 31 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2019 |
| Series 34 | Retail Off-Exchange FOREX Examination | 26 January 2011 |
| Series 30 | NFA Branch Manager Examination | 22 June 2009 |
| Series 3 | National Commodity Futures Examination | 16 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 February 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Retail Off-Exchange FOREX Examination
- Name
- NFA Branch Manager Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sheri Janelle Messer
- CRD
- 1624690
- Firm
- VCI Wealth Management · CRD 324833
- Office
- 2002 Cove Lane, North Palm Beach, FL 33408
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Sheri Messer work?
Sheri Messer is an investment adviser representative registered through Vci Wealth Management LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sheri Messer a financial advisor?
Yes. Sheri Messer has a current investment-adviser registration in Florida, Iowa and Texas, through VCI Wealth Management since May 2023.
How many years of experience does Sheri Messer have?
Sheri Messer has 6 years in the financial industry, since April 2020, across 2 adviser firms.
What exams has Sheri Messer passed?
Sheri Messer has passed 6 licensing exams: the Series 6, Series 63, Series 3, Series 30, Series 34 and Series 65. The earliest, the Series 6, was passed in February 1987.
Where is Sheri Messer based?
Sheri Messer’s registered office is in North Palm Beach, FL.
Is Sheri Messer registered with FINRA?
No. Sheri Messer has no current broker registration.
How can I verify Sheri Messer’s record?
Search CRD 1624690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sheri Messer’s full registration record.