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William Sherrell

Strategic Advisers LLC

Monroe, WA

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Monroe, WA • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Edward Jones St Louis MO 05/2018 10/2021
Enterprise Rent A Car Seattle WA 09/2014 05/2018
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 10/2021
    Edward Jones
    St Louis, MO
  • 09/2014 → 05/2018
    Enterprise Rent A Car
    Seattle, WA
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2018-08-27 → 2021-10-19
    Edward Jones
    Everett, WA
    St Louis, MO
    Everett, WA
    Everett, WA
    Everett, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-25
  • S66 Uniform Combined State Law Examination
    2018-08-25
Other Names
  • William Patrick Sherrell

View on SEC IAPD

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