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Marceil Shepherd

Strategic Advisers LLC

Rio Rancho, NM

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
NM RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rio Rancho, NM • 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
Fidelity Investments Mission Viejo CA 11/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → Present
    Fidelity Investments
    Mission Viejo, 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
    Rio Rancho, NM
    Albuquerque, NM
  • 2012-01-04 → 2018-07-13
    Strategic Advisers Llc
    Palo Alto, CA
    Mission Viejo, CA
    Palo Alto, CA
    Palo Alto, CA
    Salt Lake City, UT
    Palo Alto, CA
    Palo Alto, CA
  • 2005-04-15 → 2011-05-05
    Msi Financial Services, Inc.
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Tempe, AZ
    Albuquerque, NM
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-18
S63 Uniform Securities Agent State Law Examination 1996-03-07
  • S66 Uniform Combined State Law Examination
    2005-03-18
  • S63 Uniform Securities Agent State Law Examination
    1996-03-07
Other Names
  • Marceil Helene Hughes
  • Marceil Helene Schwappach
  • Marceil Helene Rathbun
  • Marceil Helene Shepherd

View on SEC IAPD

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