Tobias Shiner

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Gig Harbor, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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

Organization	City	State	From	To
Spencer Cabinets	Monroe	WA	10/2022	11/2022
Lpl Financial	Charlotte	NC	04/2012	06/2021
Boeing Employee Credit Union	Tukwila	WA	04/2012	06/2021
Unemployed	Kenmore	WA	09/2022	10/2022
Private Client Services	Bellevue	WA	06/2021	04/2022
Aqua Investment Platform	New York	NY	04/2022	09/2022
U.S. Bancorp Investments, Inc.	Seattle	WA	08/2023	06/2024
B.O.S.S. Retirement Advisors, Llc	Bellevue	WA	01/2023	07/2023
Fidelity Investments	Tukwila	WA	06/2024	Present
Unemployed	Kenmore	WA	11/2022	01/2023
Fidelity Investments	Boston	MA	03/2025	Present

10/2022 → 11/2022

Spencer Cabinets

Monroe, WA
04/2012 → 06/2021

Lpl Financial

Charlotte, NC
04/2012 → 06/2021

Boeing Employee Credit Union

Tukwila, WA
09/2022 → 10/2022

Unemployed

Kenmore, WA
06/2021 → 04/2022

Private Client Services

Bellevue, WA
04/2022 → 09/2022

Aqua Investment Platform

New York, NY
08/2023 → 06/2024

U.S. Bancorp Investments, Inc.

Seattle, WA
01/2023 → 07/2023

B.O.S.S. Retirement Advisors, Llc

Bellevue, WA
06/2024 → Present

Fidelity Investments

Tukwila, WA
11/2022 → 01/2023

Unemployed

Kenmore, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-08-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tukwila, WA
2023-08-21 → 2024-06-24

U.S. Bancorp Investments, Inc.

Seattle, WA

Seattle, WA
2023-01-25 → 2023-07-12

B.O.S.S. Retirement Advisors, Llc

Lehi, UT

Bellevue, WA
2021-06-07 → 2022-04-11

Trutina Financial

Bellevue, WA
2012-04-30 → 2021-06-07

Lpl Financial Llc

Bellevue, WA

Tukwila, WA

Seattle, WA

Bellevue, WA

Redmond, WA

Sammamish, WA
2011-01-03 → 2012-05-04

Wells Fargo Clearing Services, Llc

Seattle, WA

Bellevue, WA
2007-04-16 → 2011-01-03

Wells Fargo Investments, Llc

Seattle, WA

Seattle, WA

Beaverton, OR

Bellevue, WA

Seattle, WA

Other Businesses

OBA-124009|OrgNmn:Snoqualmie Pass Fire and Rescue|Org Addr:Snoqualmie,Washington,US|OBA Nature:Fire/EMT/Rescue services|Invst Rel:N|Title:Volunteer Firefighter.|Duties:Volunteer 2 days per month. This will be done on nights and weekends.|StrtDt:|TotHrs/mon:48|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-11

S66 Uniform Combined State Law Examination

2007-04-11

Other Names

Toby Riley Shiner
Tobias Riley Shiner

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

PLANMEMBER SECURITIES CORPORATION

DECKER RETIREMENT PLANNING INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LANCE KENJI NEKOTA

DARREN DOUGLAS HOREJSI

SERGIO GABRIEL GARZA

BRENDA SUE HUBER

CATHERINE MARIE SIMMONS

Nathaniel Allan Engstrom

JEREMY BARRETTE

Other Offices

LPL FINANCIAL LLC · TUKWILA, WA

CETERA INVESTMENT ADVISERS LLC · TUKWILA, WA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tukwila, WA

OSAIC WEALTH, INC. · SEATTLE, WA

PLANMEMBER SECURITIES CORPORATION · Seattle, WA

DECKER RETIREMENT PLANNING INC. · Renton, WA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tukwila, WA

EDWARD JONES · Tukwila, WA

More in Tukwila, WA

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