Mary SherrattCRD Number: 6164458
Current Firm: Strategic Advisers, Inc.
Mary Sherratt (CRD# 6164458) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Feb 2013 - Current||5|
|Thomas Insurance Agency, Inc.||Salt Lake City, UT||Apr 2010 - Feb 2013||2|
|Daniel Vine, M.d.||Salt Lake City, UT||May 2009 - Dec 2011||2|
|University Of Utah Hospital||Salt Lake City, UT||Aug 2007 - Apr 2010||2|
|Unemployed||Salt Lake City, UT||Jun 2007 - Aug 2007||< 1|
|Tucson Jewish Community Center||Tucson, AZ||May 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV