Shannon Weisensee
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJul 2021 to now
- InstacartFeb 2021 to Jun 2021
- DoordashDec 2020 to Feb 2021
- Lui Lui Italian RestaurantJun 2020 to Jan 2021
- Foxx Life SciencesDec 2019 to Jan 2020
- Keene State CollegeAug 2017 to May 2021
- Demoulas Supermarket Inc. (market Basket)Jun 2016 to Jan 2020
- Pelham High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7418691
- Firm CRD
- 104555