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Mariam Sherilyn Saboori Shamlow

Investment Adviser Representative at Fermata Advisors

Sonoma, CACRD #7196051Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mariam Sherilyn Saboori Shamlow is an investment adviser representative with Fermata Advisors in Sonoma, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Global Retirement Partners LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

539 Broadway, Suite A
Sonoma, CA 95476

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/2/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fermata AdvisorsCurrent
2/12/2025 – Sonoma, CA
Global Retirement Partners LLC
8/2/2024 – 1/10/2025Chico, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Global Retirement Partners, LLC
    Jun 2024 – Feb 2025San Rafael, CA
  2. LPL Financial
    Oct 2019 – Jul 2023San Diego, CA
  3. Northern Trust
    Jan 2018 – Oct 2019San Diego, CA
  4. Wells Fargo Bank
    Sep 2015 – Jan 2018San Diego, CA
  5. Chicago School of Professional Psychology
    Sep 2015 – Apr 2017Chicago, IL
  6. HUB International
    Oct 2023 – Jan 2025Chicago, IL
  7. Fermata Advisors, LLC dba Sonoma Wealth Advisors
    Jan 2025 – no end date reportedSonoma, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fermata Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
4
Main office:
Sonoma, CA
SEC file number:
801-117411

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

Other advisors at Fermata Advisors

Showing 12 of 14 in the directory

View Fermata Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mariam Sherilyn Saboori Shamlow has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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