Sherry Neeley has been an investment adviser representative at Authentikos Wealth Advisory since February 2025, and is not listed among the firm’s executive officers or direct owners.
Authentikos Wealth Advisory LLC is a New Braunfels, TX firm with $184M under management, 432 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Sherry Neeley’s longest registration was 1 year at First Command Advisory Services (2023–2025). Before joining Authentikos Wealth Advisory in 2025, Sherry Neeley was registered through First Command Advisory Services.
- – present · 1 yearNew Braunfels, TX · Adviser representative · Firm CRD 286646
- First Command Advisory Services– · 1 yearUniversal City, TX · Adviser representative · Firm CRD 281958
Investment adviser representative registrations
Sherry Neeley is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 7 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 February 2023 |
| Series 7TO | General Securities Representative Examination | 26 January 2023 |
| SIE | Securities Industry Essentials Examination | 13 December 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sherry Elaine Neeley
- CRD
- 7664179
- Firm
- Authentikos Wealth Advisory · CRD 286646
- Office
- 43 Gruene Park Dr., New Braunfels, TX 78130
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Sherry Neeley work?
Sherry Neeley is an investment adviser representative registered through Authentikos Wealth Advisory LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sherry Neeley a financial advisor?
Yes. Sherry Neeley has a current investment-adviser registration in Texas, through Authentikos Wealth Advisory since February 2025.
How many years of experience does Sherry Neeley have?
Sherry Neeley has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Sherry Neeley passed?
Sherry Neeley has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2022.
Where is Sherry Neeley based?
Sherry Neeley’s registered office is in New Braunfels, TX.
Is Sherry Neeley registered with FINRA?
No. Sherry Neeley has no current broker registration.
How can I verify Sherry Neeley’s record?
Search CRD 7664179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sherry Neeley’s full registration record.
