Shawn M Lilley

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

• 08/2013 → Present
  Fidelity Brokerage Services Llc
  Sacramento, CA
• 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
  Austin, TX
  Leander, TX
• 2013-09-16 → 2018-07-13
  Strategic Advisers Llc
  Sacramento, CA
  Sacramento, CA
  Austin, TX
• 2008-01-01 → 2013-08-05
  Wells Fargo Clearing Services, Llc
  El Dorado Hills, CA
• 2007-11-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  El Dorado Hills, CA
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-11-16

Other Names

• Shawn Michael Lilley