Shelby Roberts
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCAug 2021 to now
- Valmark Securities, IncSep 2019 to Aug 2021
- W3 Wealth Advisors, LLCSep 2019 to Aug 2021
- W3 Wealth ManagementSep 2019 to Aug 2021
- Bank of America, N.A.May 2019 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Aug 2019
- RBC Capital Markets LLCOct 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6273835
- Firm CRD
- 104555