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Shayne Gabris

Strategic Advisers LLC

Carlsbad, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
CA RA APPROVED 2026-01-05
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

Carlsbad, CA • 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
Independent Capital Management San Diego CA 08/2021 11/2022
Sagepoint Financial San Diego CA 09/2021 11/2022
Unemployed Las Vegas NV 03/2021 07/2021
Angeli Foster Of Advent Financial Services San Diego CA 11/2020 02/2021
Inspira Marketing Orange County CA 08/2015 07/2020
Unemployed Newport Beach CA 08/2020 10/2020
Unemployed San Diego CA 11/2022 01/2023
Td Ameritrade, Inc San Diego CA 01/2023 09/2023
Charles Schwab & Co., Inc. San Diego CA 08/2023 Present
Charles Schwab & Co., Inc. San Diego CA 09/2023 Present
Fidelity Investments Sacramento CA 10/2025 Present
  • 08/2021 → 11/2022
    Independent Capital Management
    San Diego, CA
  • 09/2021 → 11/2022
    Sagepoint Financial
    San Diego, CA
  • 03/2021 → 07/2021
    Unemployed
    Las Vegas, NV
  • 11/2020 → 02/2021
    Angeli Foster Of Advent Financial Services
    San Diego, CA
  • 08/2015 → 07/2020
    Inspira Marketing
    Orange County, CA
  • 08/2020 → 10/2020
    Unemployed
    Newport Beach, CA
  • 11/2022 → 01/2023
    Unemployed
    San Diego, CA
  • 01/2023 → 09/2023
    Td Ameritrade, Inc
    San Diego, CA
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 10/2025 → Present
    Fidelity Investments
    Sacramento, CA
Previous Registrations
  • 2023-08-11 → 2025-11-01
    Charles Schwab & Co., Inc.
    San Diego, CA
    Westlake, TX
    San Diego, CA
    Carlsbad, CA
  • 2023-02-27 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
  • 2021-12-10 → 2022-11-30
    Osaic Services, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-09
  • S66 Uniform Combined State Law Examination
    2021-12-09

View on SEC IAPD

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