Shawn Fisher
Investment adviser representative at Strategic Advisers LLC
38 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
38 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Great North Property ManagementJun 2023 to Apr 2024
- Fidelity InvestmentsSep 2021 to Jun 2023
- Bmt Investments LLCJan 2018 to Dec 2022
- Century 21 CardinalMay 2015 to Dec 2024
- Hewlett Packard EnterpriseOct 1988 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7448453
- Firm CRD
- 104555