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Sheri Allen

Strategic Advisers LLC

Salt Lake City, UT

Draper, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Draper, UT • 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
Fedex Draper UT 05/2008 06/2018
Iheartmedia Salt Lake City UT 08/2018 10/2020
Fidelity Salt Lake City UT 10/2020 Present
The Pampered Chef Draper UT 01/2000 10/2020
Zyia Active Draper UT 03/2019 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2008 → 06/2018
    Fedex
    Draper, UT
  • 08/2018 → 10/2020
    Iheartmedia
    Salt Lake City, UT
  • 10/2020 → Present
    Fidelity
    Salt Lake City, UT
  • 01/2000 → 10/2020
    The Pampered Chef
    Draper, UT
  • 03/2019 → 10/2020
    Zyia Active
    Draper, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-16901|OrgNmn:The Pampered Chef|Org Addr:Draper,Utah,US|OBA Nature:Independent Consultants that s|Invst Rel:N|Title:Consultant|Duties:Submit occasional orders for repeat customers wanting to purchase PC kitchen tools|StrtDt:09-01-00|TotHrs/mon:2|TrdHrs/mon:0|OBA-16902|OrgNmn:Zyia|Org Addr:Draper,Utah,US|OBA Nature:Independent sales reps who sel|Invst Rel:N|Title:Senior Representative|Duties:independent sales rep selling activewear via company website - all sales are online only|StrtDt:03-01-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-19
  • S66 Uniform Combined State Law Examination
    2021-07-19
Other Names
  • Sheri Lynn Allen
  • Sheri Lynn Morey
  • Sheri Lynn Allen
  • Sheri Allen

View on SEC IAPD

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MICHAEL GENE MEYER
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TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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