SA
SA

Sherri Anderson

Chattanooga, TN

Sherri Anderson is a registered investment advisor at Mariner Wealth, based in Chattanooga, TN. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2215 Olan Mills Drive, Chattanooga, TN, 37421

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History

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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Other Business Activities

Sherri is a partner at a CPA firm, JHM, since July 2023, and has worked there since 2004. She spends nearly full-time at this firm and obtained her Series 65 license to be the license holder for the CPA firm, which is partnering with Mariner.

Employment History
Current Registrations
Mariner Wealth
March 2025 - Present · 1 yr 2 mos
State Registrations2 states
KSTN
Advisor

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.