Shena Jane Geremaia

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

• 07/2016 → 08/2017
  Unemployed
  Centennial, CO
• 08/2017 → 02/2018
  Stamm Dental
  Denver, CO
• 02/2018 → 06/2018
  Unemployed
  Orlando, FL
• 06/2018 → 07/2018
  Dowling & Dowling, Pa
  Orlando, FL
• 07/2018 → 09/2018
  Unemployed
  Orlando, FL
• 09/2018 → 04/2019
  East Orlando Dental
  Orlando, FL
• 04/2019 → 04/2021
  The Dentist's Studio
  Winter Park, FL
• 04/2021 → 08/2022
  Park Smiles Dentistry
  Winter Park, FL
• 08/2022 → 02/2023
  Pediatric Dentistry Of Horizon West
  Winter Garden, FL
• 02/2023 → 12/2023
  Charles Schwab Co., Inc.
  Orlando, FL
• 02/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 01/2024 → 02/2024
  Unemployed
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-131504|OrgNmn:AirBNB|Org Addr:Commerce C,Colorado,US|OBA Nature:Renting my house out on AirBNB|Invst Rel:Y|Title:Sole Proprietor|Duties:Renting out spare bedrooms only. My office will be locked with door knobs that have keys and locks. I'm planning on keeping my work laptop wit|StrtDt:07-01-26|TotHrs/mon:4|TrdHrs/mon:0|OBA-108555|OrgNmn:First Care of Colorado|Org Addr:Denver,Colorado,US|OBA Nature:Home Healthcare Services|Invst Rel:N|Title:Employee|Duties:Clean home, errands, food prep, general daily needs, etc.|StrtDt:04-15-24|TotHrs/mon:38|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-04-05
• S63 Uniform Securities Agent State Law Examination
  2023-06-21