Sherry Bolling

CRD 2974278 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Sherry Renee Bolling; Sherry Bolling; Sherry Renee Durham; Sherry Durham; Sherry Renee Johnson; Sherry Johnson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 24Series 10Series 9SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Swansea, IL · IA capacity

Oct 9, 2025 → present
Fidelity Brokerage Services LLCCurrent
Swansea, IL · BD capacity

Sep 26, 2025 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Edward Jones
IA capacity

Mar 31, 2015 → Sep 17, 2025
Edward Jones
BD capacity

Mar 30, 2015 → Sep 17, 2025
Fifth Third Securities, Inc.
BD capacity

Feb 25, 2013 → Mar 6, 2015
Fifth Third Securities, Inc.
IA capacity

Feb 25, 2013 → Mar 6, 2015
Investment Advisors
IA capacity

Sep 8, 2010 → Jan 31, 2013
Proequities, Inc.
BD capacity

Aug 10, 2010 → Jan 31, 2013
Fifth Third Securities, Inc.
IA capacity

Nov 18, 2005 → Aug 21, 2009
Fifth Third Securities, Inc.
BD capacity

Jan 9, 2003 → Aug 21, 2009
Fidelity Brokerage Services LLC
BD capacity

Mar 21, 2001 → Oct 28, 2002
Fidelity Investments Institutional Services Company, Inc.
BD capacity

Oct 11, 1999 → Mar 21, 2001
Fidelity Brokerage Services, Inc.
BD capacity

Dec 18, 1997 → Oct 11, 1999

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2974278 ↗ FINRA BrokerCheck record for CRD 2974278 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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