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Shawn Secody

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • 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
OrganizationCityStateFromTo
Morgan Stanley Gilbert AZ 06/2020 05/2021
Watson Chevrolet Tucson AZ 06/2018 02/2020
Unemployed Tucson AZ 04/2020 06/2020
University Of Arizona Tucson AZ 08/2017 07/2019
University Of Arizona Tucson AZ 08/2016 05/2017
Colorado River Discovery Page AZ 05/2017 06/2017
The Vanguard Group. Inc. Scottsdale AZ 10/2021 08/2023
Amazon Phoenix AZ 06/2021 09/2021
Fidelity Investments Phoenix AZ 01/2024 Present
Wal-Mart Phoenix AZ 10/2023 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 05/2021
    Morgan Stanley
    Gilbert, AZ
  • 06/2018 → 02/2020
    Watson Chevrolet
    Tucson, AZ
  • 04/2020 → 06/2020
    Unemployed
    Tucson, AZ
  • 08/2017 → 07/2019
    University Of Arizona
    Tucson, AZ
  • 08/2016 → 05/2017
    University Of Arizona
    Tucson, AZ
  • 05/2017 → 06/2017
    Colorado River Discovery
    Page, AZ
  • 10/2021 → 08/2023
    The Vanguard Group. Inc.
    Scottsdale, AZ
  • 06/2021 → 09/2021
    Amazon
    Phoenix, AZ
  • 01/2024 → Present
    Fidelity Investments
    Phoenix, AZ
  • 10/2023 → 01/2024
    Wal-Mart
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2024-05-30
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • Shawn James Secody
  • Shawn Secody

View on SEC IAPD

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