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Steven Anthony Sherman

Strategic Advisers LLC

Raleigh, NC

Durham, NC

CRD 7461810

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Papa Johns Raleigh NC 04/2021 09/2021
The Home Depot Raleigh NC 04/2020 02/2021
K-Flex Usa Youngsville NC 08/2018 03/2020
Gradepower Learning Raleigh NC 03/2015 08/2018
Fidelity Investments Durham NC 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 09/2021
    Papa Johns
    Raleigh, NC
  • 04/2020 → 02/2021
    The Home Depot
    Raleigh, NC
  • 08/2018 → 03/2020
    K-Flex Usa
    Youngsville, NC
  • 03/2015 → 08/2018
    Gradepower Learning
    Raleigh, NC
  • 10/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-111183|OrgNmn:Rental Property |Org Addr:Knightdale,North Caro,US|OBA Nature:Renting a house to my mother|Invst Rel:Y|Title:landlord|Duties:light maintance |StrtDt:08-01-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2022-02-08
  • S66 Uniform Combined State Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-08
Other Names
  • Steven Anothony Trembley

View on SEC IAPD

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