Lindsey Shaffner

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 08/2021
  Neuberger Berman, Llc
  New York, NY
• 08/2021 → 11/2023
  Ct Shoreline Fitness, Inc Dba F45 Training Branford Ct
  Branford, CT
• 01/2023 → 11/2023
  Lpl Financial Llc
  Shelton, CT
• 11/2023 → Present
  Fidelity Investments
  New Haven, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Haven, CT
• 2023-10-11 → 2023-11-16
  Lpl Financial Llc
  Shelton, CT
  Madison, CT
  Shelton, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-10-10
• S63 Uniform Securities Agent State Law Examination
  2007-07-26

Other Names

• Lindsey J Shaffner
• Lindsey Jeanette Shaffner