Sheree L Ferguson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Atlanta, GA • United States

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Milwaukee	WI	07/2015	04/2021
Charles Schwab Bank	Milwaukee	WI	07/2015	04/2021
Fidelity Investment	Brookfield	WI	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 04/2021

Charles Schwab & Co., Inc.

Milwaukee, WI
07/2015 → 04/2021

Charles Schwab Bank

Milwaukee, WI
04/2021 → Present

Fidelity Investment

Brookfield, WI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Brookfield, WI

Atlanta, GA

Atlanta, GA
2020-01-21 → 2021-04-15

Charles Schwab & Co., Inc.

Milwaukee, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-21
S63	Uniform Securities Agent State Law Examination	2014-08-19

S65 Uniform Investment Adviser Law Examination

2020-01-21
S63 Uniform Securities Agent State Law Examination

2014-08-19

Other Names

Sheree Lillian Ferguson

View on SEC IAPD

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