SC
Sherry L. Chesser
CETERA INVESTMENT ADVISERS LLC
FORT SMITH, AR 72903
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CRD#: 7541934
SC
Professional summary
Sherry Lynn Chesser, who also goes by Sherry Guest Chesser, Sherry L Chesser, Sherry Chesser, Sherry Lynn Guest, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Smith, Arkansas.
Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sherry has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sherry Guest Chesser | Sherry L Chesser | Sherry Chesser | Sherry Lynn Guest
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)ACANSA ARTS FESTIVAL POSITION: Board member NATURE: The nonprofit organization is a visual and performing arts festival dedicated to engaging the community and enriching the lives through education of the arts including camps for children. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 413 A Main Street, North Little Rock AR 72114, United States DESCRIPTION: I'm a board member so approve overall direction of the organization, volunteer and support the events as well as sitting on the finance committee. The finance committee helps set up the overall budget then obtains approval from the board and reviews in detail the financial statements and provides guidance. 2)HELPING HURTING HEARTS, INC. POSITION: Treasurer NATURE: This is a nonprofit organization that helps with Christian grief, personal struggles. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 259 Summit Valley Circle, Maumelle AR 72113, United States DESCRIPTION: Provide guidance to the executive director in the direction of the nonprofit organization. Approve budget, financial statements and approve the executive directors monthly expense reimbursement request 3)ALABAMA SOCIETY OF CPAS POSITION: Partners In Peer Review Committee Member NATURE: ASCPAs is an society for CPAs and related firms in Alabama to provide assistance. In addition, they are an administering entity for the AICPA Peer Review Program. I'm a committee member of this administering entity. CPAs review the work of other CPA firms and then the committee accepts the report of the peer reviewer and provides oversight of any compliance work that may be found deficient by the reviewed firm. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/12/2021 ADDRESS: 1041 Longfield Court, Montgomery AL 36117, United States DESCRIPTION: As a committee member of the report acceptance body I accept the work of the peer reviewers as described above. We can ask the peer reviewer to review more work on the reviewed firm and can required a reviewed firm to take correction action on any deficiencies if the accounting and auditing work they perform. 4)LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: Partner NATURE: This is a Certified Public Accounting firm. I'm a member of the Firm. We offer tax, audit, and accounting services to a broad range of clients including individual, trust, nonprofit, governmental, partnerships, corporations, LLC, subchapter S Corporations INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 03/06/2006 ADDRESS: 201 E. Markham Suite 500, Little Rock AR 72201, United States DESCRIPTION: I'm a member. I'm in charge of administrative functions, also I conduct audits, prepare tax returns and oversee bond compliance of our clients. My administrative functions include making decisions on hiring, firing, promotions and salaries for employees. Decisions regarding audit methodology and quality control procedures, decision on maintenance of IT and office. Approving invoices for payment and billing clients.
CRS (Client Relationship Summary) - RIA
Click below to view Sherry Lynn Chesser'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3101 South 70th Street, Fort Smith, AR 72903Office #2: 200 W Capitol Ave, Suite 1700, Little Rock, AR 72201RIA
CRD#: 105644
FORT SMITH, AR
Past
May 15, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Little Rock, AR
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.Highlighted states indicate IAR registrations
IAR
Arkansas(9/5/2025)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Smith, AR 72903TRUST BUT VERIFY
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