Parker Shannon
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Parker Shannon? Claim your profile
Contact this firm
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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Dun & BradstreetOct 2021 to Mar 2022
- Ponte Vedra Lodge and ClubJul 2021 to Oct 2021
- Tavern On 1st. ST.May 2021 to Jun 2021
- University of FloridaAug 2020 to May 2021
- Judson Sapp for Congress CampaignFeb 2020 to Aug 2020
- University of FloridaAug 2019 to May 2020
- The Washington Prime GroupMay 2019 to Aug 2019
- University of FloridaAug 2018 to May 2019
- HaskellMay 2018 to Aug 2018
- University of FloridaJun 2017 to May 2018
- Young Men's Christian AssociationFeb 2016 to May 2017
- Ponte Vedra High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7527403
- Firm CRD
- 104555