Cheri Landoyer

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

• 01/2016 → 01/2018
  Barron Financial Services
  Puyallup, WA
• 01/2018 → 09/2021
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 09/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2018-03-16 → 2021-09-16
  Gwn Securities Inc.
  Puyallup, WA
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-03-16

Other Names

• Cheri A Nevins
• Cheri Ann Boyer
• Cheri Ann Nevins
• Cheri Ann Landoyer
• Cheri Ann Boyer Lander