Shane Michael Welter
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 InvestmentsJan 2023 to now
- Mchoul Funeral HomeSep 2022 to Jan 2023
- Tristan Medical, Urgent CareJun 2020 to Sep 2020
- Briggs NurseryMay 2020 to Jun 2020
- Sodexo, Catering ServiceNov 2019 to Jun 2022
- Providence College Executive OfficeOct 2018 to May 2022
- Providence CollegeSep 2018 to May 2022
- Duffy Poule Funeral HomeJun 2018 to Jan 2023
- Sperry Mchoul Funeral HomeJun 2018 to Sep 2022
- Saint Mary's Sacred Heart SchoolSep 2017 to Jun 2018
- Bishop Feehan High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7694215
- Firm CRD
- 104555