Michael Shambach

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc	Malvern	PA	05/2021	12/2021
Kelly Educational Staffing	Philadelphia	PA	05/2018	03/2020
Ranstad Staffing	Malvern	PA	06/2018	09/2018
Unemployed	Philadelphia	PA	10/2014	05/2018
Us Census Bureau	Philadelphia	PA	07/2020	08/2020
Kelly Educational Staffing	Philadelphia	PA	09/2020	03/2021
Unemployed	Philadelphia	PA	04/2020	06/2020
Fidelity Investments	Merrimack	NH	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2021 → 12/2021

The Vanguard Group, Inc

Malvern, PA
05/2018 → 03/2020

Kelly Educational Staffing

Philadelphia, PA
06/2018 → 09/2018

Ranstad Staffing

Malvern, PA
10/2014 → 05/2018

Unemployed

Philadelphia, PA
07/2020 → 08/2020

Us Census Bureau

Philadelphia, PA
09/2020 → 03/2021

Kelly Educational Staffing

Philadelphia, PA
04/2020 → 06/2020

Unemployed

Philadelphia, PA
12/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Philadelphia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-10
S63	Uniform Securities Agent State Law Examination	2021-05-14

S65 Uniform Investment Adviser Law Examination

2021-07-10
S63 Uniform Securities Agent State Law Examination

2021-05-14

Other Names

Michael Shambach
Michael Ryan Shambach

View on SEC IAPD