Sherry Jill Stinson Oliver

CRD 5282187 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Sherry J Oliver; Sherry Oliver; Sherry Jill Stinson; Sherry J Stinson Oliver; Sherry Jill Stinsonoliver

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (52): 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 · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
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
Fayetteville, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Fayetteville, GA · BD capacity

Dec 20, 2021 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 10, 2022 → Mar 31, 2025
Usaa Investment Services Company
IA capacity

Jun 28, 2019 → Jul 8, 2020
Usaa Financial Advisors, Inc.
BD capacity

Jul 1, 2019 → Jun 18, 2020
Advice And Planning Services
IA capacity

May 28, 2015 → Aug 15, 2018
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Jun 27, 2012 → Aug 15, 2018
Morgan Stanley Smith Barney
BD capacity

May 14, 2012 → Jun 14, 2012
Morgan Stanley Smith Barney LLC
IA capacity

May 14, 2012 → Jun 14, 2012
Chase Investment Services Corp.
BD capacity

Jan 7, 2010 → May 9, 2011
Chase Investment Services Corp.
IA capacity

Jan 7, 2010 → May 9, 2011
Strategic Advisers, Inc.
IA capacity

Apr 28, 2008 → Oct 12, 2009
Fidelity Brokerage Services LLC
BD capacity

Aug 23, 2007 → Oct 12, 2009

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5282187 ↗ FINRA BrokerCheck record for CRD 5282187 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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