Shane Mchale

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

• 06/2021 → 01/2023
  Loansimple
  Englewood, CO
• 03/2022 → 06/2022
  Titan Mutual Lending
  Denver Tech Center, CO
• 09/2021 → 02/2022
  Capital Fund Inc
  Denver, CO
• 01/2021 → 08/2021
  Amerisave Mortgage Company
  Scottdale, AZ
• 02/2020 → 12/2020
  Cardinal Financial
  Scottdale, AZ
• 09/2019 → 01/2020
  Hot Shot Supply
  Denver, CO
• 06/2019 → 09/2019
  Infiniti Of Denver
  Aurora, CO
• 02/2019 → 09/2019
  Refijet
  Denver, CO
• 06/2018 → 02/2019
  Schomp Autogroup
  Aurora, CO
• 11/2017 → 05/2018
  State Farm Agency
  San Tan Valley, AZ
• 08/2017 → 11/2017
  All State Agency
  Chandler, AZ
• 04/2017 → 08/2017
  Freeway Insurance
  Mesa, AZ
• 11/2016 → 04/2017
  Autonation Chevy
  Superstition Springs, AZ
• 09/2016 → 11/2016
  Bridgecrest Finance
  Mesa, AZ
• 08/2015 → 09/2016
  Shortline Automotive
  Aurora, CO
• 01/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-10-25

Other Names

• Shane Darren Mchale
• Shane Mchale