Shawn Spencer Sabir
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Fidelity Brokerage Services, LLCFeb 2026 to now
- Strategic Advisers, LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Zions BankJul 2022 to Apr 2023
- Huntsman Cancer HospitalSep 2021 to Jul 2022
- Alder Holdings LLCMay 2021 to Aug 2021
- Huntsman Cancer HospitalJan 2021 to Apr 2021
- Snow CollegeAug 2020 to Jan 2021
- Benchmark Behavioral Health HospitalMay 2020 to Aug 2020
- Snow CollegeNov 2019 to May 2020
- Server PlusOct 2019 to Nov 2019
- Sanpete Shaving CompanySep 2019 to Oct 2019
- Hawx Pest ControlMay 2019 to Aug 2019
- SodaliciousFeb 2019 to Apr 2019
- Server PlusJan 2019 to Feb 2019
- Clear Link TechnologiesSep 2018 to Jan 2019
- FedexAug 2018 to Sep 2018
- Murdock Hyundai of Salt LakeAug 2018 to Aug 2018
- The Church of Jesus Christ of Latter-day SaintsJul 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7750104
- Firm CRD
- 104555