Shane R. Berliner
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Mortgage Research Company/veterans United Home LoansAug 2021 to Jul 2022
- Fidelity InvestmentsJun 2021 to Aug 2021
- DoordashJun 2020 to Aug 2022
- Rally HouseOct 2019 to May 2021
- Univeristy of MissouriAug 2019 to May 2022
- St. Louis Staffing CompanyJun 2019 to Aug 2019
- University of Missouri StateAug 2018 to May 2019
- UnemployedAug 2018 to Jan 2019
- Lion's ChoiceJan 2018 to Jul 2018
- Olive GardenJun 2017 to Jan 2018
- Unemployed/studentJun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7614515
- Firm CRD
- 104555