Shane Mandes

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

• 07/2014 → Present
  Fidelity Investments
  Princeton, NJ
• 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
  New York, NY
  Greenwich, CT
• 2014-08-08 → 2018-07-13
  Strategic Advisers Llc
  Princeton, NJ
  Santa Monica, CA
• 2013-04-08 → 2014-07-07
  Wells Fargo Clearing Services, Llc
  Jenkintown, PA

Other Businesses

OBA-100787|OrgNmn:Style High Club|Org Addr:Malibu,California,US|OBA Nature:Curates wardrobes for your tri|Invst Rel:N|Title:Partner|Duties:Founder. Help curate the vision, establish the management team, and establish partnerships |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-04-05

Designations

• Certified Financial Planner

Other Names

• Shane Prescot Mandes