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Shayan Shamsi

Strategic Advisers LLC

Oakland, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-08
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Oakland, 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
Morgan Stanley Temple Terrace FL 09/2021 07/2022
Bank Of America Saint Petersburg FL 05/2021 09/2021
Northwestern Mutual Clearwawter FL 05/2019 05/2020
Hilton Hotels And Resorts - Tampa, Fl Tampa FL 10/2016 01/2017
Florida State University Tallahassee FL 01/2017 12/2019
Unemployed Oldsmar FL 05/2020 05/2021
Unemployed Oldsmar FL 05/2016 10/2016
Fidelity Investments Salt Lake City UT 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 07/2022
    Morgan Stanley
    Temple Terrace, FL
  • 05/2021 → 09/2021
    Bank Of America
    Saint Petersburg, FL
  • 05/2019 → 05/2020
    Northwestern Mutual
    Clearwawter, FL
  • 10/2016 → 01/2017
    Hilton Hotels And Resorts - Tampa, Fl
    Tampa, FL
  • 01/2017 → 12/2019
    Florida State University
    Tallahassee, FL
  • 05/2020 → 05/2021
    Unemployed
    Oldsmar, FL
  • 05/2016 → 10/2016
    Unemployed
    Oldsmar, FL
  • 07/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Largo, FL
Other Businesses

OBA-130323|OrgNmn:Turo |Org Addr:Oakland,California,US|OBA Nature:Car rental |Invst Rel:N|Title:Sole Proprietor|Duties:Keep car clean and deliver occasionally to airport. |StrtDt:05-04-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-31
  • S66 Uniform Combined State Law Examination
    2023-01-31
Other Names
  • Shy Shamsi

View on SEC IAPD

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