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Sherri Curria

Advisor at Thrivent Investment Management

Updated today

Location

North Dartmouth, MA 02747

Credentials

Series 63, Series 66

Industry experience

9 years

About

Sherri Curria is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on topics such as retirement, taxes, estate, and special needs, with options to combine planning with managed accounts under a consolidated billing system.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

86 Faunce Corner Mall Rd

North Dartmouth, MA 02747

Most active in

Massachusetts · Rhode Island

Work history

Thrivent Financial

2025 - Present (1 year)

Thrivent Investment Management

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

Fidelity Investments

2023 - 2025 (2 years)

Fidelity Investments

2021 - 2023 (2 years)

PRUCO Securities, LLC.

2020 - 2021 (1 year)

the Prudential Insurance Company of America

2020 - 2021 (1 year)

Citizens Securities, Inc.

2019 - 2020 (1 year)

Citizens Securities, Inc.

2018 - 2019 (1 year)

Citizens Securites

2016 - 2018 (2 years)

Ascensus College Savings

2016 - 2016 (1 year)

Unemployed

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies Concentrated stock management
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General retirement planning Income planning General tax planning Wealth management
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Real estate investing
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Series 63, Series 66

Wareham, MA

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Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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Series 63, Series 65

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Passive / index investing Active portfolio management Private / alternative investments
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