Shawn M Lenahan

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

• 07/2006 → 11/2016
  Wachovia Bank, N.A.
  Richmond, VA
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fredericksburg, VA
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Fredericksburg, VA
• 06/2022 → Present
  Fidelity Investments
  Fredericksburg, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fredericksburg, VA
• 2008-05-21 → 2022-06-09
  Wells Fargo Clearing Services, Llc
  Fredericksburg, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Fredericksburg, VA

Other Businesses

OBA-114372|OrgNmn:Irish Cultural Center of Virginia, Inc|Org Addr:Locust Gro,Virginia,US|OBA Nature:Fostering Irish Cultural and e|Invst Rel:N|Title:Officer|Duties:Treasurer|StrtDt:11-06-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-19
• S63 Uniform Securities Agent State Law Examination
  2007-04-12

Other Names

• Shawn Lanahan
• Shawn Michael Lenahan
• Shawn M Lenahan