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Robyn Sherman

Strategic Advisers LLC

Chesterfield, MO

Hawk Point, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States

Hawk Point, MO • 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
Fidelity Investments Chesterfield MO 07/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → Present
    Fidelity Investments
    Chesterfield, MO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Chesterfield, MO
    Hawk Point, MO
  • 2018-05-22 → 2018-07-13
    Strategic Advisers Llc
    Chesterfield, MO
  • 2011-02-16 → 2016-06-21
    Edward Jones
    St Louis, MO
    St. Louis, MO
    Moscow Mills, MO
    St Louis, MO
Other Businesses

OBA-10421|OrgNmn:CREC Properties|Org Addr:Wright Cit,Missouri,US|OBA Nature:Leased Buildings to Husbands B|Invst Rel:Y|Title:President|Duties:Collaborator|StrtDt:06-01-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-14
  • S66 Uniform Combined State Law Examination
    2011-02-14
Other Names
  • Robyn Ella Sherman
  • Robyn Ella Forster

View on SEC IAPD

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IMPACT PARTNERSHIP WEALTH, LLC
MBM WEALTH CONSULTANTS, LLC
BRAND ASSET MANAGEMENT GROUP, INC.

Other Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD
PATRICK DONLAN
JAMES MATTHEW MUCCIGROSSO
Jason Alan Cummings
Thomas Christopher Self
JACOB DANIEL STANSFIELD

Other Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO
SMITH, MOORE & CO. · CHESTERFIELD, MO
EDWARD JONES · Chesterfield, MO
IMPACT PARTNERSHIP WEALTH, LLC · Chesterfield, MO
MBM WEALTH CONSULTANTS, LLC · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

More in Chesterfield, MO

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