Shawn Vanolinda

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

• 01/2015 → 05/2024
  Proshares
  Bethesda, MD
• 07/2024 → Present
  Fidelity Investments
  Tysons Corner, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tysons Corner, VA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-06
• S63 Uniform Securities Agent State Law Examination
  2011-11-10

Other Names

• Shawn Vanolinda
• Shawn Van Olinda
• Shawn Van O'LInda