Sherrie Johnson Smith
Investment adviser representative at Eversource Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$5.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Eversource Wealth Advisors, LLCAug 2025 to now
- N/aDec 2024 to Aug 2025
- Foreside Fund Services, LLCNov 2021 to Dec 2023
- Northern Lights Distributors, LLCJun 2018 to Oct 2021
- Eventide Asset Management, LLCJul 2017 to Dec 2024
- Park Cities Presbyterian ChurchJan 2017 to Jul 2017
- Southern Methodist UniversityAug 2016 to May 2017
- White Rock RowingAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6948117
- Firm CRD
- 286340