DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Linda Michelle Sherman
Feed of 09/14/2026
At current firm
1 y
since Jul 29, 2025
In the industry
41 y
since Oct 18, 1984 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Blackridge Asset Management, LLC independent RIA currentsince Jul 29, 2025 · Jupiter, Fl
- Cheviot Value Management, LLC independent RIAApr 5, 2024 to Jul 23, 2025 · Beverly Hills, Ca
- Clearbridge Investments, LLC mixed wealthDec 20, 2005 to Oct 7, 2020 · New York, Ny
- Citigroup Global Markets Inc. BD affiliatedFeb 24, 2005 to Dec 21, 2005 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Cheviot Value Management, LLC to Blackridge Asset Management, LLCleft Jul 23, 2025, registered Jul 29, 2025 (6 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Clearbridge Investments, LLC to Cheviot Value Management, LLCleft Oct 7, 2020, registered Apr 5, 2024 (1276 days) · RIA to RIA · moved with a team
- Citigroup Global Markets Inc. to Clearbridge Investments, LLCleft Dec 21, 2005, registered Dec 20, 2005 (-1 days) · corporate re-registration, not a move
Signals
- Linda Michelle Sherman left Cheviot Value Management, Llc for Blackridge Asset Management, Llc (registered 2025-07-29)Jul 23, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address