Sharla H. Englerth
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RUSH, NY
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CRD#: 5640359
Professional summary
Sharla Holli Englerth, CFP®, who also goes by Sharla H. Englerth, Sharla Holli Englerth, Sharla Englerth, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rush, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
Sharla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Sharla has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have a true passion and dedication to working with my clients and their families. Fidelity is a trusted brand in the financial industry, providing solutions for all styles of investors. I am committed to understanding your financial goals, helping to create and execute a plan that provides peace of mind for you and your family
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Sharla H. Englerth | Sharla Holli Englerth | Sharla Englerth
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.
OBA-121888|OrgNmn:Little Glen Acres|Org Addr:Rush,New York,US|OBA Nature:Farm|Invst Rel:N|Title:Sole Proprietor|Duties:Animal Caretaking, growing crops, maintaining land|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Sharla Holli Englerth's 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®
CFP®
Start date: 2018
Education
Cazenovia College
Bachelor of Business Administration - Business
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
RUSH, NY
Current
March 22, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
July 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROCHESTER, NY
Past
January 6, 2015 - March 3, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ROCHESTER, NY
Past
April 22, 2013 - August 4, 2014
NOVEM GROUP
RIA
CRD#: 158964
ROCHESTER, NY
Past
February 4, 2013 - July 25, 2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
ROCHESTER, NY
Past
November 25, 2009 - February 21, 2013
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ROCHESTER, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
Arizona(1/8/2021)
RR
Arkansas(4/23/2020)
RR
California(2/12/2021)
RR
Colorado(3/15/2021)
RR
Connecticut(4/27/2021)
RR
Delaware(4/23/2020)
RR
District of Columbia(3/1/2024)
RR
Florida(3/22/2017)
RR
Georgia(2/22/2024)
RR
Louisiana(1/3/2025)
RR
Maryland(3/4/2022)
RR
Massachusetts(9/30/2019)
RR
Michigan(9/16/2020)
RR
Minnesota(9/16/2020)
RR
Nevada(4/23/2020)
RR
New Hampshire(2/12/2021)
RR
New Jersey(4/23/2020)
RR
New Mexico(6/30/2025)
RR
New York(3/22/2017)
IAR
New York(3/31/2025)
RR
North Carolina(9/30/2019)
RR
Ohio(8/7/2022)
RR
Pennsylvania(9/30/2019)
RR
South Carolina(9/30/2019)
RR
South Dakota(8/8/2020)
RR
Texas(6/4/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2022)
RR
Vermont(5/15/2025)
RR
Virginia(9/30/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Rush, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
