Sherri Fryatt is a registered investment advisor, based in San Rafael, CA, with 18 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sherri is affiliated with GRP Financial and HUB International, providing investment advisory services as an IAR. These activities take up Sherri's full-time commitment.
Employment History
Current Registrations
HUB International Investment Services INC.
April 2025 - Present · 1 yr 3 mos
HUB International Investment Services INC.Broker
April 2025 - Present · 1 yr 3 mos
Global Retirement Partners LLC
September 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - September 2021 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - September 2021 · 5 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
August 2006 - February 2015 · 8 yrs 6 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.