Harrison Shirley
Investment adviser representative at Strategic Advisers LLC
24 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Harrison Shirley? Claim your profile
Contact this firm
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
24 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsMay 2026 to now
- UnemployedDec 2025 to May 2026
- Ashline Financial Wealth Management and Insurance SolutionsApr 2025 to Dec 2025
- Brigham Young University — On-campus InternshipJan 2024 to Apr 2024
- Brigham Young UnivesityApr 2023 to Apr 2025
- UnemployedSep 2022 to Dec 2023
- Gelu Italian IceMay 2022 to Aug 2022
- UnemployedFeb 2020 to May 2022
- Legoland CaliforniaMar 2018 to Feb 2020
- UnemployedFeb 2002 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8079835
- Firm CRD
- 104555