Sherri Thomas

Strategic Advisers LLC

Taylor Mill, KY

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Taylor Mill, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Investments	Covington	KY	05/2023	Present
Thrivent	Appleton	WI	04/2021	04/2023
Jack Richeson & Company	Kimberly	WI	08/2020	04/2021
Sherri Thomas	Larsen	WI	01/2004	07/2020
Fidelity Investments	Boston	MA	03/2025	Present

05/2023 → Present

Fidelity Investments

Covington, KY
04/2021 → 04/2023

Thrivent

Appleton, WI
08/2020 → 04/2021

Jack Richeson & Company

Kimberly, WI
01/2004 → 07/2020

Sherri Thomas

Larsen, WI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-11-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Taylor Mill, KY

Covington, KY

Other Businesses

OBA-98900|OrgNmn:Sherri Thomas|Org Addr:Taylor Mil,Kentucky,US|OBA Nature:Fine Art|Invst Rel:N|Title:Sole Proprietor|Duties:Create and sell artwork|StrtDt:01-03-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-08
S63	Uniform Securities Agent State Law Examination	2023-09-14

S66 Uniform Combined State Law Examination

2024-11-08
S63 Uniform Securities Agent State Law Examination

2023-09-14

Other Names

Sherri Ponder
Sherri Eliasen

View on SEC IAPD

More in Taylor Mill, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor