Sherry Bolling

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  Fidelity Investments
  Swansea, IL
• 03/2015 → 09/2025
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2015-03-31 → 2025-09-17
  Edward Jones
  St Louis, MO
  High Point, NC
  Raleigh, NC
  St Louis, MO
  Swansea, IL
  Maryland Heights, MO
• 2013-02-25 → 2015-03-06
  Fifth Third Securities, Inc.
  Fairfield, OH
  Cincinnati, OH
• 2010-09-08 → 2013-01-31
  Concourse Financial Group Securities, Inc.
  Covington, KY
• 2005-11-18 → 2009-08-21
  Fifth Third Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2005-11-15
• S63 Uniform Securities Agent State Law Examination
  1998-01-06

Other Names

• Sherry Renee Durham
• Sherry Renee Johnson
• Sherry Johnson
• Sherry Durham
• Sherry Renee Bolling
• Sherry Bolling