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Cheri Watson

Strategic Advisers LLC

West Bloomfield, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

West Bloomfield, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Troy MI 03/2015 10/2019
Infinex Investments, Inc. Meriden CT 11/2019 09/2021
Flagstar Bank Bloomfield Hills MI 11/2019 09/2021
Fidelity Investments Merrimack NH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 10/2019
    Morgan Stanley
    Troy, MI
  • 11/2019 → 09/2021
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2019 → 09/2021
    Flagstar Bank
    Bloomfield Hills, MI
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    West Bloomfield, MI
    Merrimack, NH
  • 2019-11-26 → 2020-12-21
    Osaic Institutions, Inc.
    Bloomfield Hills, MI
  • 2015-04-09 → 2019-10-17
    Morgan Stanley
    Troy, MI
  • 2012-10-01 → 2015-02-18
    J.P. Morgan Securities Llc
    Grosse Pointe, MI
    Grosse Pointe Farms, MI
  • 2012-03-20 → 2012-10-01
    Chase Investment Services Corp.
    New Baltimore, MI
    Grosse Pointe, MI
    Grosse Pointe, MI
Other Businesses

OBA-64643|OrgNmn:WT Ohana Homes LLC|Org Addr:West Bloom,Michigan,US|OBA Nature:single family home rentals for|Invst Rel:Y|Title:agent|Duties:collect rent, maintain property|StrtDt:07-05-18|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-13
S63 Uniform Securities Agent State Law Examination 2007-05-08
  • S66 Uniform Combined State Law Examination
    2012-03-13
  • S63 Uniform Securities Agent State Law Examination
    2007-05-08
Other Names
  • Cheri Marie Arrand
  • Cheri M Watson

View on SEC IAPD

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