Jack F. Sheehy

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

• 06/2017 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2016 → 05/2017
  University Of South Carolina
  Columbia, SC
• 05/2019 → 06/2021
  Bank Of America, N.A.
  New York, NY
• 06/2021 → 09/2022
  Neuberger Berman
  New York, NY
• 09/2022 → Present
  Fidelity Investments Llc
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2021-06-14 → 2022-05-04
  Neuberger Berman Bd Llc
  New York, NY
• 2017-12-08 → 2021-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-12-07

Other Names

• Jack Sheehy
• Jack F Sheehy
• Jack Fracnis Sheehy
• Jack Francis Sheehy