Shannon Hawkins Holz

Strategic Advisers LLC

Shaker Heights, OH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31

Branch Locations

Shaker Heights, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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
Fidelity Investments	Blue Ash	OH	05/2007	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2007 → Present

Fidelity Investments

Blue Ash, OH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Orange, OH

Shaker Heights, OH
2008-01-18 → 2018-07-13

Strategic Advisers Llc

Westlake, OH

Woodmere Village, OH

Blue Ash, OH

Other Businesses

OBA-5219|OrgNmn:Beaumont School|Org Addr:Cleveland ,Ohio,US|OBA Nature:high school for girls|Invst Rel:Y|Title:Beaumont School for Girls|Duties:be on the investment committee|StrtDt:02-19-15|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-03
S63	Uniform Securities Agent State Law Examination	2007-09-24

S66 Uniform Combined State Law Examination

2008-03-03
S63 Uniform Securities Agent State Law Examination

2007-09-24

Other Names

Shannon L Hawkins
Shannon L Holz

View on SEC IAPD

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