Sherrie Grabot is a control person of Guided Choice Asset Management and directly owns under 5% of it.
Guided Choice Asset Management is an investment adviser based in Reno, NV, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include pension and profit-sharing plans and individuals. Its regulatory assets under management total $8.55 billion, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
Sherrie Grabot is Co-Founder and CEO of GuidedChoice. She built some of the earliest 401(k) systems in the 1980s, then worked at Apple as Manager of HR Systems and Financial Programs, followed by executive positions at T. Rowe Price and Trust Company of the West. Grabot created GuidedChoice as a digital retirement advisor and has chaired the ERISA Advisory Council.
- CRD
- 1659817
- Firm
- Guided Choice Asset Management · CRD 112674
- Role
- Chief Executive Officer
- In role since
- June 1999 · 27 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Reno, NV
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- guidedchoice.com
Where does Sherrie Grabot work?
Sherrie Grabot has been Chief Executive Officer of Guided Choice Asset Management, Inc. since June 1999, and is a control person of the firm.
How can I verify Sherrie Grabot’s record?
Sherrie Grabot’s role is listed on Guided Choice Asset Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112674.
