Shane Patrick Henderson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2024 to now
- Fresh Salt: Saybrook Point Inn Resort & MarinaMay 2022 to Oct 2024
- Waters Edge Resort and SPAMay 2021 to Aug 2021
- Stony BrookAug 2020 to May 2024
- High Point UniversityAug 2019 to May 2020
- Old Saybrook Parks and RecreationJun 2018 to Aug 2020
- Pete CapezzoneJun 2017 to Jun 2019
- Ac Petersen At HallmarkJun 2017 to Aug 2017
- Old Saybrook High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8004459
- Firm CRD
- 104555