Shedrack Mokaya Bogonko

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

• 06/2022 → 09/2022
  Unemployed
  Amherst, NH
• 03/2024 → 07/2024
  Rhotopia Financial
  Milton, MA
• 03/2023 → 10/2023
  Azina Place Inc
  Dallas, TX
• 09/2024 → 01/2025
  Laurel Ridge Rehabilitation
  Jamaica Plain, MA
• 10/2023 → 03/2024
  Trail Lake Nursing And Rehabilitation
  Fort Worth, TX
• 08/2024 → 01/2025
  Dunkin
  Quincy, MA
• 12/2022 → 02/2023
  Unemployed
  Amherst, NH
• 01/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2018 → 05/2022
  St. Lawrence University
  Canton, NY
• 01/2016 → 07/2018
  Unemployed
  Nairobi
• 09/2022 → 11/2022
  Florida Financial Advisors (Dba Tristate Financial Advisors)
  Philadelphia, PA

Previous Registrations

• 2024-07-11 → 2024-08-26
  Rhotopia Financial Advisors
  Milton, MA
• 2022-09-20 → 2022-11-23
  Florida Financial Advisors, Llc
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-22
• S65 Uniform Investment Adviser Law Examination
  2022-09-12

Other Names

• Shedrack Mokaya Bogonko
• Shedrack Bogonko