Ryan Scott Sharby

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

• 02/2017 → 05/2017
  Looking Upwards
  Newport, RI
• 09/2013 → 05/2017
  Roger Williams University
  Bristol, RI
• 01/2018 → 07/2019
  Commonwealth Financial Network
  Waltham, MA
• 07/2017 → 07/2019
  Macwilliam Financial Group
  Manchester, NH
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2018-06-19 → 2019-07-11
  Commonwealth Financial Network
  Manchester, NH

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18

Other Names

• Ryan S Sharby
• Ryan Scott Sharby
• Ryan S Sharby