Shannon Poynter

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

• 07/2019 → 09/2021
  Morgan Stanley
  East Lansing, MI
• 03/2010 → 08/2018
  Capital Strategies
  Okemos, MI
• 08/2018 → 07/2019
  Credent Wealth Management
  Okemos, MI
• 10/2021 → Present
  Fidelity Investments
  Williamston, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Williamston, MI
  Covington, KY
• 2019-11-16 → 2021-10-25
  Morgan Stanley
  East Lansing, MI
• 2012-11-02 → 2014-04-07
  Kalos Management
  Okemos, MI
  Ponte Vedra Beach, FL
• 2010-10-30 → 2010-12-31
  Madison Avenue Securities, Llc
  San Diego, CA
  Okemos, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-11-16

Other Names

• Shannon Stephen Poynter