Sharla Englerth

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

• 08/2014 → 03/2017
  Ameriprise Financial Services, Inc.
  Rochester, NY
• 03/2017 → Present
  Fidelity Brokerage Services Llc
  Rochester, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rochester, NY
• 2013-04-22 → 2014-08-04
  Novem Group
  Rochester, NY

Other Businesses

OBA-121888|OrgNmn:Little Glen Acres|Org Addr:Rush,New York,US|OBA Nature:Farm|Invst Rel:N|Title:Sole Proprietor|Duties:Animal Caretaking, growing crops, maintaining land|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-31
• S63 Uniform Securities Agent State Law Examination
  2009-12-23

Designations

• Certified Financial Planner

Other Names

• Sharla H. Englerth
• Sharla Holli Englerth
• Sharla Englerth