Shannon L Bosick

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

• 08/1998 → Present
  Fidelity Brokerage Services, Inc.
  Sacramento, CA
• 08/2004 → Present
  Strategic Advisors Inc
  Sacramento, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Benicia, CA
  Dublin, CA
• 2004-08-10 → 2018-07-13
  Strategic Advisers Llc
  Berkeley, CA
  Sacramento, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-06-12

Other Names

• Shannon Lee Bosick