Sherry R. Bolling
Professional summary
Sherry Renee Bolling, who also goes by Sherry Renee Bolling, Sherry Bolling, Sherry Renee Durham, Sherry Durham, Sherry Renee Johnson, Sherry Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Swansea, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Sherry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Sherry has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sherry Renee Bolling's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 9, 2025 - Present
STRATEGIC ADVISERS LLC
September 26, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917March 31, 2015 - September 17, 2025
EDWARD JONES
March 30, 2015 - September 17, 2025
EDWARD JONES
February 25, 2013 - March 6, 2015
FIFTH THIRD SECURITIES, INC.
February 25, 2013 - March 6, 2015
FIFTH THIRD SECURITIES, INC.
September 8, 2010 - January 31, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
August 10, 2010 - January 31, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
November 18, 2005 - August 21, 2009
FIFTH THIRD SECURITIES, INC.
January 9, 2003 - August 21, 2009
FIFTH THIRD SECURITIES, INC.
March 21, 2001 - October 28, 2002
FIDELITY BROKERAGE SERVICES LLC
October 11, 1999 - March 21, 2001
FIDELITY DISTRIBUTORS COMPANY LLC
December 18, 1997 - October 11, 1999
FIDELITY BROKERAGE SERVICES LLC
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
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(9/26/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(9/26/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/10/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
(10/9/2025)
Exams
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.
