Shane Tidd

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

• 08/2022 → Present
  Fidelity Investments
  Durham, NC
• 01/2021 → 08/2022
  Wells Fargo
  Raleigh, NC
• 10/2020 → 12/2020
  Wells Fargo
  Raleigh, NC
• 03/2020 → 09/2020
  Wells Fargo
  Raleigh, NC
• 03/2019 → 06/2019
  North Carolina Museum Of Natural Sciences
  Raleigh, NC
• 01/2019 → 05/2019
  North Carolina State University
  Raleigh, NC
• 06/2018 → 03/2020
  Gonza Tacos Y Tequila
  Raleigh, NC
• 07/2017 → 06/2018
  Simply Crepes
  Raleigh, NC
• 08/2016 → 11/2017
  Vans
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-03-13

Other Names

• Shane Nicole Tidd
• Shane Tidd