Shayne Plantz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Tacoma, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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

Organization	City	State	From	To
As Within Counseling	Tacoma	WA	10/2020	02/2023
Consejo Counseling And Referral Services	Tacoma	WA	06/2020	01/2021
Fidelity Investments	Tukwila	WA	02/2023	Present
Capella University	Tacoma	WA	09/2016	06/2020
Wellfound Behavioral Health Hospital	Tacoma	WA	01/2019	03/2020
Greater Lakes Mental Healthcare	Lakewood	WA	09/2015	01/2019
Consejo Counseling And Referral Services	Tacoma	WA	10/2019	06/2020
Fidelity Investments	Boston	MA	03/2025	Present

10/2020 → 02/2023

As Within Counseling

Tacoma, WA
06/2020 → 01/2021

Consejo Counseling And Referral Services

Tacoma, WA
02/2023 → Present

Fidelity Investments

Tukwila, WA
09/2016 → 06/2020

Capella University

Tacoma, WA
01/2019 → 03/2020

Wellfound Behavioral Health Hospital

Tacoma, WA
09/2015 → 01/2019

Greater Lakes Mental Healthcare

Lakewood, WA
10/2019 → 06/2020

Consejo Counseling And Referral Services

Tacoma, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tukwila, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-30

S66 Uniform Combined State Law Examination

2023-06-30

View on SEC IAPD

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