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Shawn Cressman

Strategic Advisers LLC

Peoria, AZ

Tolleson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7565 West Bell Road, Peoria, AZ 85382-3829 • United States

Tolleson, AZ • 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
Cuso Financial Services, Lp San Diego CA 05/2016 02/2021
Ameriprise Financial Services, Llc Allentown PA 02/2021 08/2021
Fidelity Investments Center Valley PA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 02/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 02/2021 → 08/2021
    Ameriprise Financial Services, Llc
    Allentown, PA
  • 08/2021 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2021-02-12 → 2021-08-18
    Ameriprise Financial Services, Llc
    Allentown, PA
  • 2017-01-04 → 2021-02-12
    Cuso Financial Services, L.P.
    Allentown, PA
    Bethlehem, PA
    Lehighton, PA
    Kutztown, PA
    Allentown, PA
    Emmaus, PA
    Allentown, PA
Other Businesses

OBA-62449|OrgNmn:The Bald Eagle Podcast|Org Addr:Tolleson,Arizona,US|OBA Nature:Philadelphia Eagles Podcast/sh|Invst Rel:N|Title:Owner/Host|Duties:create, host, and distribute Philadelphia eagles news and a weekly hour long podcast/show|StrtDt:07-01-20|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-29
S63 Uniform Securities Agent State Law Examination 2013-02-19
  • S66 Uniform Combined State Law Examination
    2016-12-29
  • S63 Uniform Securities Agent State Law Examination
    2013-02-19
Other Names
  • Shawn M Cressman
  • Shawn Cressman
  • Shawn Michael Cressman

View on SEC IAPD

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Other Offices

CLARUS WEALTH ADVISORS, LLC · PEORIA, AZ
EDWARD JONES · PEORIA, AZ
EDWARD JONES · SUN CITY, AZ
J.P. MORGAN SECURITIES LLC · PEORIA, AZ
TACTIVE ADVISORS, LLC · Peoria, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
KINGDOM FINANCIAL GROUP, LLC · PEORIA, AZ

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