Sharla Englerth

CRD 5640359 · Fidelity Brokerage Services LLC · Rochester, NY

IA RegisteredBroker

Also appears in the source record as: Sharla H. Englerth; Sharla Holli Englerth; Sharla Englerth

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 6
Registered states (21): California · Colorado · Delaware · District Of Columbia · Florida · Illinois · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Utah · Vermont · Virginia
Years in the industry (source record): 17
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 (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Rochester, NY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Rush, NY · BD capacity

Mar 22, 2017 → present
Fidelity Brokerage Services LLCCurrent
Rochester, NY · BC capacity

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

Jul 8, 2021 → Mar 31, 2025
Ameriprise Financial Services, Inc.
BD capacity

Jan 6, 2015 → Mar 3, 2017
Apfs Wealth Management, Inc
IA capacity

Apr 22, 2013 → Aug 4, 2014
American Portfolios Financial Services, Inc.
BD capacity

Feb 4, 2013 → Jul 25, 2014
Hornor, Townsend & Kent, Inc.
BD capacity

Nov 25, 2009 → Feb 21, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5640359 ↗ FINRA BrokerCheck record for CRD 5640359 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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