Cheryl A. Lidawer
Professional summary
Cheryl Amato Lidawer, who also goes by Cheryl Lynn Amato, Sherry Amato, Cheryl L Amato Lidawer, Cheryl Lynn Amatolidawer, Cheryl L Lidawer, Sherry Amato Lidawer, Sherry Lidawer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Solon, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Cheryl has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Amato Lidawer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
August 19, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917September 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 14, 2019 - July 26, 2022
MORGAN STANLEY
June 14, 2019 - July 26, 2022
MORGAN STANLEY
March 14, 2016 - June 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 21, 2015 - June 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 16, 2009 - November 4, 2015
HOLISTIC BROKERAGE, LLC
May 17, 2006 - June 22, 2009
SOUTHWEST TEXAS CAPITAL, L.L.C
May 28, 2003 - May 23, 2006
UBS FINANCIAL SERVICES INC.
May 23, 2003 - May 23, 2006
UBS FINANCIAL SERVICES INC.
January 1, 2000 - June 20, 2003
A. G. EDWARDS & SONS, INC.
October 12, 1998 - June 20, 2003
A. G. EDWARDS & SONS, INC.
January 27, 1986 - September 15, 1998
AMERIPRISE ADVISOR SERVICES, INC.
August 22, 1984 - February 1, 1985
LOWE & ASSOCIATES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 8
Date: 4/1/1993
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
