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Shannon Sanchez

Strategic Advisers LLC

Tysons Corner, VA

Germantown, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
MD RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • MD RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Germantown, MD • 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
Fidelity Investments Bethesda MD 12/2022 Present
Onelife Fitness Rockville MD 06/2019 12/2022
Towson University Towson MD 08/2018 06/2019
Soldierfit Silver Spring MD 02/2017 08/2018
Unemployed Silver Spring MD 08/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Bethesda, MD
  • 06/2019 → 12/2022
    Onelife Fitness
    Rockville, MD
  • 08/2018 → 06/2019
    Towson University
    Towson, MD
  • 02/2017 → 08/2018
    Soldierfit
    Silver Spring, MD
  • 08/2016 → 02/2017
    Unemployed
    Silver Spring, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
Other Businesses

OBA-132128|OrgNmn:Onelife Fitness |Org Addr:Rockville,Maryland,US|OBA Nature:Part Time Personal Trainer|Invst Rel:N|Title:Employee|Duties:Working after Fidelity hours 5pm-8pm some days and on weekends as a part time personal trainer |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-127994|OrgNmn:Shannon Sanchez|Org Addr:Silver Spr,Maryland,US|OBA Nature:Women's Fitness and Nutrition |Invst Rel:N|Title:Sole Proprietor|Duties:Providing online fitness and nutrition coaching via training app and zoom outside of Fidelity business hours M-F and on weekends|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2023-06-09
Other Names
  • Shannon Ann Callan
  • Shannon Callan

View on SEC IAPD

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MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
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