Griffin Shively

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Fidelity Investments
  Cary, NC
• 01/2023 → 11/2024
  Southern Mobility And Medical
  Raleigh, NC
• 04/2018 → 10/2024
  Alamance Country Club Fitness Center
  Burlington, NC
• 06/2022 → 08/2022
  Sonic Automotive Inc.
  Charlotte, NC
• 06/2021 → 08/2021
  Sonic Automotive Inc.
  Charlotte, NC
• 11/2018 → 08/2019
  Firehouse Subs
  Burlington, NC
• 08/2014 → 04/2018
  Student
  Burlington, NC

Other Businesses

OBA-125386|OrgNmn:Amazon Influencer Program|Org Addr:Cary,North Caro,US|OBA Nature:Amazon Influencer Program|Invst Rel:N|Title:Member of the Amazon Influencer P|Duties:Record video reviews of various products on Amazon.com|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-04-30