Irene Shawntay Cromartie

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

• 04/2020 → 03/2021
  Morgan Stanley
  Temple Terrace, FL
• 08/2019 → 02/2020
  Captel
  Tampa, FL
• 04/2018 → 05/2019
  Capital One
  Tampa, FL
• 06/2016 → 03/2018
  Kepro
  Tampa, FL
• 03/2021 → 09/2022
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 09/2022 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2021-08-16 → 2022-10-20
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2021-06-18 → 2021-12-10
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

OBA-106226|OrgNmn:Doordash|Org Addr:Tampa,Florida,US|OBA Nature:food delivery |Invst Rel:N|Title:Independent Contractor|Duties:deliver food to customers |StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-06-16

Other Names

• Irene Levell
• Irene Simmons
• Irene Shawntay Cromartie
• Irene Cromartie