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Jeffrey Sheats

Strategic Advisers LLC

Alexandria, VA

Alexandria, VA

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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 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Alexandria, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Bethesda MD 12/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → Present
    Fidelity Brokerage Services Llc
    Bethesda, MD
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Bethesda, MD
    Washington, DC
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
  • 2014-01-17 → 2018-07-13
    Strategic Advisers Llc
    Bethesda, MD
  • 2011-10-11 → 2012-02-13
    Lpl Financial Llc
    Virginia Beach, VA
  • 2011-03-11 → 2011-10-11
    Uvest Financial Services Group, Inc.
    Virginia Beach, VA
    Williamsburg, VA
    Virginia Beach, VA
  • 2008-03-14 → 2011-03-02
    Level Four Advisory Services
    Virginia Beach, VA
    Dallas, TX
  • 2004-04-02 → 2008-03-14
    Ameriprise Advisor Services, Inc.
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-19
S63 Uniform Securities Agent State Law Examination 1985-04-10
  • S65 Uniform Investment Adviser Law Examination
    2004-03-19
  • S63 Uniform Securities Agent State Law Examination
    1985-04-10
Designations
Other Names
  • Jeffrey Mark Sheats

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC
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LPL FINANCIAL LLC
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THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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