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Shane Cole

Strategic Advisers LLC

Clermont, FL

CRD 5731487

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Clermont, FL • 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
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 03/2011 04/2021
Tiaa Waltham MA 03/2011 04/2021
Fidelity Investments Orlando FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-31
S63 Uniform Securities Agent State Law Examination 2009-12-08
  • S66 Uniform Combined State Law Examination
    2012-12-31
  • S63 Uniform Securities Agent State Law Examination
    2009-12-08
Other Names
  • Shane A Cole
  • Shane Allen Cole

View on SEC IAPD

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