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Shavonne Worthy

Strategic Advisers LLC

Oak Brook, IL

Hillside, IL

Oak Brook, IL

Hillside, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Hillside, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Hillside, IL • 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
Wells Fargo Clearing Services, Llc Chicago IL 07/2019 03/2020
Girls On The Run-Chicago Chicago IL 10/2013 06/2019
Fidelity Brokerage Services Llc Oak Brook IL 03/2020 03/2023
Charles Schwab & Co., Inc. South Barrington IL 03/2023 12/2023
Charles Schwab Bank, Ssb South Barrington IL 03/2023 12/2023
Fidelity Investments Oak Brook IL 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 03/2020
    Wells Fargo Clearing Services, Llc
    Chicago, IL
  • 10/2013 → 06/2019
    Girls On The Run-Chicago
    Chicago, IL
  • 03/2020 → 03/2023
    Fidelity Brokerage Services Llc
    Oak Brook, IL
  • 03/2023 → 12/2023
    Charles Schwab & Co., Inc.
    South Barrington, IL
  • 03/2023 → 12/2023
    Charles Schwab Bank, Ssb
    South Barrington, IL
  • 12/2023 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
  • 2023-04-07 → 2024-01-02
    Charles Schwab & Co., Inc.
    South Barrington, IL
    Schaumburg, IL
  • 2021-07-16 → 2023-04-05
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
  • 2019-11-01 → 2020-03-17
    Wells Fargo Clearing Services, Llc
    Chicago, IL
Other Businesses

OBA-16518|OrgNmn:Worthy-Graham Consulting|Org Addr:Hillside,Illinois,US|OBA Nature:Consult non profits on program|Invst Rel:N|Title:Consultant|Duties:Contribute 10 plus years of program knowledge to non profits so they are efficient in their delivery|StrtDt:10-01-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Other Names
  • Shavonne Worthy
  • Shavonne Shanovia Worthy
  • Shavonne S Worthy

View on SEC IAPD

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GEIGER WEALTH MANAGEMENT

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DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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