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Casey Sheffield

Strategic Advisers LLC

Johnson City, TN

Elizabethton, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States

Elizabethton, TN • 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
Regions Bank Johnson City TN 05/2017 10/2019
Fidelity Investments Johnson City TN 03/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Johnson City TN 03/2021 03/2024
State Farm Bristol TN 03/2017 04/2017
Unemployed Elizabethton TN 12/2020 03/2021
Capital Bank Johnson City TN 09/2014 03/2017
Edward Jones St Louis MO 10/2019 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 10/2019
    Regions Bank
    Johnson City, TN
  • 03/2024 → Present
    Fidelity Investments
    Johnson City, TN
  • 03/2021 → 03/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Johnson City, TN
  • 03/2017 → 04/2017
    State Farm
    Bristol, TN
  • 12/2020 → 03/2021
    Unemployed
    Elizabethton, TN
  • 09/2014 → 03/2017
    Capital Bank
    Johnson City, TN
  • 10/2019 → 12/2020
    Edward Jones
    St Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-14
  • S66 Uniform Combined State Law Examination
    2019-12-14
Other Names
  • Casey Sheffield
  • Casey T Sheffield

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MONEY CONCEPTS CAPITAL CORP
ROAN CAPITAL PARTNERS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY
URIL DUANE PETERSON
CAROL LYNN CRESS
RICHARD WAYNE HOBBS
MATTHEW JAMES TRIVETT
BENJAMIN DAVID TALLEY

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JOHNSON CITY, TN

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