Sherie B. Arnold

MCLAUGHLIN RYDER INVESTMENTS

ALEXANDRIA, VA 22314

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CRD#: 3139650

Professional summary

Sherie Boren Arnold is a registered financial advisor currently at MCLAUGHLIN RYDER INVESTMENTS, INC. located in Alexandria, Virginia.

Sherie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Sherie has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherie Boren Arnold's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Sherie Boren Arnold's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 17, 2025 - Present

MCLAUGHLIN RYDER INVESTMENTS, INC.

Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314Office #2: 1421 Prince Street Suite 200, Alexandria, VA 22314

RIA

CRD#: 147529

ALEXANDRIA, VA

Current

June 17, 2025 - Present

MCLAUGHLIN RYDER INVESTMENTS, INC.

Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314Office #2: 1421 Prince Street Suite 200, Alexandria, VA 22314

RIA

CRD#: 147529

ALEXANDRIA, VA

Past

February 17, 2021 - February 25, 2025

MORGAN STANLEY

RIA

CRD#: 149777

RESTON, VA

Past

January 8, 2021 - February 25, 2025

MORGAN STANLEY

CRD#: 149777

RESTON, VA

Past

May 26, 1999 - June 4, 2002

WADDELL & REED

RIA

CRD#: 866

LOUISVILLE, KY

Past

April 1, 1999 - June 4, 2002

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

MCLAUGHLIN RYDER INVESTMENTS, INC.

MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.

CRD#: 147529 / SEC#: 801-107125, 8-67911

RIA

Registered Investment Advisory firm - SEC (2/9/2016 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(6/17/2025)

IAR

Virginia
(6/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/8/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/6/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/31/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MCLAUGHLIN RYDER INVESTMENTS, INC.

MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.

CRD#: 147529 / SEC#: 801-107125, 8-67911

RIA

Registered Investment Advisory firm - SEC (2/9/2016 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1421 Prince Street Suite 200, Alexandria, VA 22314

Mailing Address

1421 Prince Street Suite 200, Alexandria, VA 22314

Phone number

(703) 684-9222

Established

Minnesota since 07/02/2007

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (20 States and Territories)

FINRA licenses (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

MCLAUGHLIN RYDER WRAP PROGRAM BROCHURE (3/6/2025)

MCLAUGHLIN RYDER ADV PART 2A DISCLOSURE BROCHURE (3/6/2025)

Direct owners and executive officers

Name	Position	CRD#
THE MCLAUGHLIN COMPANIES, LLC	PARENT COMPANY
CUCHARALE, CATHERINE	CHIEF COMPLIANCE OFFICER	3054881
MCLAUGHLIN, SHAWN PATRICK	PRESIDENT, CEO	1232710
STAMOVA, ILINA	FINOP	5500851

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 471,632,619

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Sherie B. Arnold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherie Boren Arnold's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Sherie Boren Arnold's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCLAUGHLIN RYDER INVESTMENTS, INC.

MORGAN STANLEY

MORGAN STANLEY

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

MCLAUGHLIN RYDER INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2021

Series 7TO

Date: 1/8/2021

SIE

Date: 10/6/2020

Series 6

Date: 3/31/1999

FINRA

Current Firm

MCLAUGHLIN RYDER INVESTMENTS, INC.

Contact information

SEC notice filing (20 States and Territories)

FINRA licenses (32 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

MCLAUGHLIN RYDER INVESTMENTS, INC.

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