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Alayna Sherwood

Strategic Advisers LLC

Apex, NC

Cary, NC

Cary, NC

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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

Apex, NC • United States

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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
Outset Medical Tampa FL 08/2021 06/2023
Ambu Usa Tampa FL 09/2019 08/2021
South Tampa Surgery Center Tampa FL 01/2019 09/2019
South Bay Hospital Sun City Center FL 10/2018 01/2019
Healthtrust Workforce Soutions Tampa FL 06/2018 11/2018
Coldwell Banker Tampa FL 07/2017 06/2023
Premier Sotheby's Tampa FL 11/2013 07/2017
Fidelity Investments Cary NC 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 06/2023
    Outset Medical
    Tampa, FL
  • 09/2019 → 08/2021
    Ambu Usa
    Tampa, FL
  • 01/2019 → 09/2019
    South Tampa Surgery Center
    Tampa, FL
  • 10/2018 → 01/2019
    South Bay Hospital
    Sun City Center, FL
  • 06/2018 → 11/2018
    Healthtrust Workforce Soutions
    Tampa, FL
  • 07/2017 → 06/2023
    Coldwell Banker
    Tampa, FL
  • 11/2013 → 07/2017
    Premier Sotheby's
    Tampa, FL
  • 06/2023 → Present
    Fidelity Investments
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
  • S66 Uniform Combined State Law Examination
    2023-12-12
Other Names
  • Alayna Lyn Sherwood

View on SEC IAPD

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