Shane V. Crayton
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedApr 2024 to Jul 2024
- Cleartech GroupFeb 2024 to Apr 2024
- Gebbs Healthcare (F.K.A Medical Records Associates, LLC)Dec 2021 to Feb 2024
- Fitness Concepts/crossfit 696/ Movement ConnectionsDec 2020 to Jun 2022
- New England Wire ProductsSep 2020 to Dec 2020
- Enterprise Rent-a-car of Boston, LLCMay 2018 to Sep 2020
- Gap Inc.May 2017 to Jun 2018
- Nichols CollegeJan 2017 to May 2019
- Western New England UniversityJun 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 7966701
- Firm CRD
- 104555