Christopher E. Mcsherry
Professional summary
Christopher Edward Mcsherry, who also goes by Christopher E Mc Sherry, Christopher E Mcsherry, Christopher Mcsherry, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marblehead, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Christopher has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 24, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Edward Mcsherry's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 245 Summer Street, Boston, MA 02210April 24, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 245 Summer Street, Boston, MA 02210October 10, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 4, 2010 - December 7, 2023
FIDELITY BROKERAGE SERVICES LLC
August 31, 2009 - October 14, 2009
AMERIPRISE ADVISOR SERVICES, INC.
July 9, 2009 - December 8, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
July 8, 2009 - December 8, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
October 20, 2004 - February 9, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - February 9, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 28, 2002 - October 20, 2004
QUICK & REILLY, INC.
October 4, 1991 - October 20, 2004
QUICK & REILLY, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2025)
(1/6/2025)
(1/6/2025)
(4/24/2024)
(3/31/2025)
(1/7/2025)
(1/6/2025)
(1/6/2025)
(1/6/2025)
(3/31/2025)
(1/7/2025)
Exams
Series 8
Date: 4/28/1997
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
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