Sheryl L. Johnson

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CRD#: 1553923

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sheryl Lynee Johnson, who also goes by Sheryl Haskell, Sheryl Lynee Rucker, Sheri Scaletta, was a registered financial professional .

Sheryl is a previously registered financial professional and started their career in finance in 1986. Sheryl had worked at 6 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Sheryl Haskell | Sheryl Lynee Rucker | Sheri Scaletta

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Lost Horizon River Ranch; Investment Related: No; Address: 9001 Lost Horizon Road, Latrobe, CA, 95682, United States; Activity Type: Rental Real Estate; Position/Title: Owner/Proprietor; Start Date: 10/07/2007; Hours per month devoted to this business: 20; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Landlord, apartment rentals (2)Name of Business: Lost Horizon River Ranch Address: 9001 Lost Horizon Road, Latrobe , CA, 95682, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/29/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband will handle day to day operations and I the administration. (3)Name of Business: Wealth Strategies, Inc.; Investment Related: Yes; Address: 5170 Golden Foothill Pkwy Ste 102, El Dorado Hills, CA, 95762-9608, United States; Activity Type: Financial Consulting; Position/Title: President & Sole Owner; Start Date: 06/01/2003; Hours per month devoted to this business: 160; Hours per month devoted to this business during trading hours: 160; Description of duties: Financial Consulting

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 21, 2023 - September 30, 2024

THE SALVETTI GROUP

RIA

CRD#: 324974

SACRAMENTO, CA

Past

January 2, 2009 - July 5, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Latrobe, CA

Past

June 25, 2003 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

El Dorado Hills, CA

Past

May 30, 2003 - July 5, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

El Dorado Hills, CA

Past

June 4, 1999 - June 26, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ROSEVILLE, CA

Past

April 16, 1999 - June 26, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 28, 1992 - April 21, 1999

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 29, 1986 - July 28, 1992

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE SALVETTI GROUP

CENTRAL VALLEY ADVISORS, LLC | THE SALVETTI GROUP | O'BRIEN WEALTH MANAGEMENT

CRD#: 324974 / SEC#: 801-128204

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/8/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/16/1993

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 4/5/1993

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

THE SALVETTI GROUP

CENTRAL VALLEY ADVISORS, LLC | THE SALVETTI GROUP | O'BRIEN WEALTH MANAGEMENT

CRD#: 324974 / SEC#: 801-128204

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

3455 American River Dr. Suite A, Sacramento, CA 95864

Mailing Address

Phone number

(916) 414-8282

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,843
AUM (Assets Under Management)	$ 607,185,950

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sheryl L. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

A. G. EDWARDS & SONS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

THE SALVETTI GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/8/1986

SIE

Date: 10/1/2018

Series 3

Date: 12/16/1993

Series 7

Date: 9/20/1986

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 4/5/1993

Current Firm

THE SALVETTI GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE SALVETTI GROUP

TRUST BUT VERIFY

Contact information

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