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Brandy Shingary-Morris

Strategic Advisers LLC

Columbus, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Columbus, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merion Village Forest Garden Columbus OH 07/2008 05/2022
Stifel, Nicolaus & Company, Inc. Columbus OH 08/2016 05/2022
Fidelity Investments Columbus OH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2008 → 05/2022
    Merion Village Forest Garden
    Columbus, OH
  • 08/2016 → 05/2022
    Stifel, Nicolaus & Company, Inc.
    Columbus, OH
  • 05/2022 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-01
S63 Uniform Securities Agent State Law Examination 2004-11-23
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
  • S63 Uniform Securities Agent State Law Examination
    2004-11-23
Other Names
  • Brandy Lynn Warner
  • Brandy Lynn Shingary-Morris
  • Brandy Lynn Shingary

View on SEC IAPD

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Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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