Stephen A. Shepherd

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

• 10/2015 → 12/2017
  Lpl Financial Llc
  Scottsdale, AZ
• 10/2015 → 12/2017
  Dessert Schools Credit Union
  Scottsdale, AZ
• 12/2017 → 06/2018
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 06/2018
  Questar Asset Management
  Phoenix, AZ
• 06/2018 → 04/2019
  Nationwide Investment Services Corp
  Columbus, OH
• 04/2019 → 02/2020
  U.S. Bancorp Investments, Inc.
  Chandler, AZ
• 10/2018 → 04/2021
  Amazon
  Tempe, AZ
• 04/2021 → Present
  Fidelity Investments
  Chandler, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-05-07 → 2020-03-19
  U.S. Bancorp Investments, Inc.
  Los Angeles, CA
  Chandler, AZ
  Tucson, AZ
  Tucson, AZ
  Gilbert, AZ
  Buena Park, CA
• 2018-06-17 → 2019-04-29
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2017-12-22 → 2018-06-29
  Questar Asset Management, Inc.
  Phoenix, AZ
  Minneapolis, MN
• 2015-10-21 → 2017-11-29
  Lpl Financial Llc
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2015-03-02 → 2015-10-29
  Usaa Financial Planning Services
  Phoenix, AZ
• 2009-09-24 → 2014-12-18
  Woodbury Financial Services, Inc.
  Scottsdale, AZ
  Paradise Valley, AZ
  Scottsdale, AZ
• 2005-12-15 → 2009-09-30
  Oppenheimer & Co. Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

OBA-58815|OrgNmn:HomeSmart |Org Addr:Scottsdale,Arizona,US|OBA Nature:Real Estate Sales|Invst Rel:Y|Title:Real Estate Agent|Duties:Hold license for personal use only|StrtDt:10-13-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-14
• S63 Uniform Securities Agent State Law Examination
  1990-10-01

Other Names

• Steve Shepherd
• Stephen Alan Shepherd